Friday, May 03, 2024 1:30:53 PM
Regarding 1) that they still need to raise money to finish the process with EXIM is disappointing. That won't be closing anytime soon and they need a real source of capital soon.
2) Surprising to hear Jim defend Yorkville. Talks about investors having various reasons for saelling, one of them surely is the effect that Yorkville selling is having on the share price.
3) this had better be a home run of a feasibility study if they're in the beginning stages of considering new processes to add at this point. As soon as possible in 2024 means they need to start pretty soon.
I appreciate Jim candor, this just isn't a very upbeat update in my opinion.
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