WheresTheMonkey
Regular
Yeah he's an introvert alright and unless TLG have run out of money (which is unlikely) I'm still leaning towards a positive announcement.Yeah really good point. I was leaning towards this being an exercise by Mark to reassure the troops that all is well and under control despite another potential JV partner walking away after LKAB last year. However, if Mitsui walking away was going to be addressed as a core part of the webinar, then it should be announced immediately if it known by the company.
Therefore, it is either just a general update/Q&A, which hasn’t been done for a couple of years or there could be new information that might be about to surface that will be announced just ahead of the webinar that may have been the catalyst.
As I’ve mentioned before, I think Mark is an introvert and prefers to keep a low profile and not overly comfortable doing too much media - so I am glad to see this. I don’t think he has done a single video/audio interview for the entirety of 2022 - happy to stand corrected on this. He has been quoted in articles, but no actual video/audio interviews in a Eureka Report or Stockhead publication for example.
Would be great to get a big unexpected announcement ahead of the webinar that the market hasn’t priced in, but I’m moderating my expectations for now. Let’s hope for a pleasant surprise!
Perhaps the webinar will be conducted in the Tokyo offices of Mitsui or even better from 1 Tesla Road. Austin, Texas
Last edited: