Yep. Pretty sure I already posted in big bold letters further back just how important this one was. But worth reemphasizing.
- MC DONALDS MOMENT
- GOING GLOBAL
people need to watch it back themselves to understand the McDonald's bit but basically its a reference to identifying a new value opportunity that substantially changes the nature of the business.
Stuff like this will allow us to catch up on the delays caused by the fking Swedish beaurocalypse, potentially going even further than if we'd been entirely focused on production already.
Silver linings.
Well the Arubis deal is for 10k per year. Assuming Atilium is something similar, that's already 20k per year, or phase 1 of our mine.
That's before the US, Japan, South Korea etc.
And this I'm confident will all be online before we can expand our mine. An expanded mine still requires a whole bunch of studies to be completed, the entire permitting process to happen (which as we know has much more opposition to just a refinery). In the meantime, we'll probably already be up and running with already permitted UCC sites being used for some recycling refineries.
Long term the mine will bring the big bucks, but short to mid term I think Talnode-R is going to be more significant than our phase 1 mine. And totally not priced in, given we're almost back to where we were before the Talnode-R and UCC announcement. The potential bags on this thing keeps on growing!
