First up today we discuss certain points put forward by Chalice Mining (CHN) on the back of our analysis to their much-anticipated scoping study.
Tietto (TIE) was next up, having to retract their production schedule and African Down Under presentation having not released the relevant resource model, while Syrah (SYR) announced a loan commitment of us to US$150m from a US government institution.
Calidus (CAI) is contemplating pressing GO on Blue Spec and Liontown (LTR) round off the days talking points by granting Albemarle (ALB.nyse) due diligence and exclusive access.
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(4:08) Chalice’s rebuttals to our analysis
(18:47) Tietto retracts last week’s announcements
(19:56) Syrah receives US agency loan commitment
(23:21) Calidus contemplates pressing GO on Blue Spec
(29:33) Liontown one step closer to Albemarle takeover