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Posted on 1/2/24 at 9:30 am to CarbonAce
Happy New Year and agreed!
Just since it's slow and the first trading day of the year is as good as any to reflect back, wanted to bump the timelines I had estimated back in September:
Hopefully we stick to this and get the first big news on financing/partnerships/offtake deals sometime in January.
Just a reminder, FID official deadline is still Jan 19th. But again, they are allowed to request an extension.
Hopefully we get some big updates in the next few weeks. Should also hear some updates on SWA and Texas econ developments soon.
Just since it's slow and the first trading day of the year is as good as any to reflect back, wanted to bump the timelines I had estimated back in September:
quote:
1) PR stating they have filed the NI-43-101 by mid-Oct. [DONE]
2) Unfortunately, I think they might have to PR that Lanxess has opted out. I see that as being a negative event and causing...uh, let's call it a great buying opportunity. Unless they just wax poetic in that PR which they don't really have a track record of. This is likely early December. [DONE]
3) Big shiny fancy new partnership announced. They say they're hoping for 2023, let's be honest it's SLI, I think this happens January. Either way, the bottom is in and this starts the trend back towards $8.
4) Other financing is announced, not sure on the order. One will be debt, one will be equity sale, hopefully one will be grant.
5) FID is made (my guess is late February).
Hopefully we stick to this and get the first big news on financing/partnerships/offtake deals sometime in January.
Just a reminder, FID official deadline is still Jan 19th. But again, they are allowed to request an extension.
Hopefully we get some big updates in the next few weeks. Should also hear some updates on SWA and Texas econ developments soon.
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