RE: Rick12314 Apr 2025 10:56
My personal guess is Tyeeli Ltd - Joint owned by Canmax and CATL. Would make sense with the equity swaps that have opened recently.
I think they will come in on the offtake somehow, and manage the pre payment between them.
Only way it makes sense to me, how else could Prem not be involved in the talks between Canmax and the new party re the money owed. Think this has been on the cards for several months going by some of GR comments in previous interviews. Didn't he say something about opening up opportunities to access funding through Canmax, but not directly Canmax themselves (IIRC?)
Of course could be barking up the wrong tree, but just bits i'm putting together in my head.
Plenty of upside from here hopefully.