Nextsource Materials Inc (NSRCF)

[Eindhoven47]

It was a detailed presentation and probably quite effective. I only picked up a few points that I hadn't heard before. JP Morgan is a new investor, at 8%. Brent showed a slide of current institutional investors and said which ones invested in the PP. DRA is at 2%, I think that may be an increase, right? They are starting the environmental review. Venturer1 is right it seems like they may be waiting for the BFP to incorporate better numbers into the project economics. There will be dedicated analyst coverage in the next few months.

Brent is no nonsense. They are not caught up in pretending that graphene is going to bring some huge rise in demand for graphite. They are focused on the current market.

The slides were detailed, but the presentation went too quickly to take everything in. I want to watch it again. The video should be available, but I can't find it. Maybe they haven't had a chance to post it.