AI view on PFS30 Mar 2026 11:34
The "proof" that CleanTech Lithium (CTL) is targeting **tomorrow, Tuesday, March 31, 2026**, for the release of its Pre-Feasibility Study (PFS) comes from a combination of recent official RNS (Regulatory News Service) statements and CEO-led investor updates.
Here is the evidence stack confirming the "Q1 2026" (end-of-March) deadline:
### **1. The CEO’s Direct Confirmation (March 23 RNS)**
In the RNS released just seven days ago regarding the **£1.01 million VAT refund**, CEO Ignacio Mehech explicitly stated:
> *"The funds will strengthen our financial position as we continue to progress towards the **completion of the PFS**, following the recent agreement of the long-term operating contract (CEOL) for Laguna Verde."*
By specifically linking the VAT refund to the "completion" phase in a late-March update, the company signaled they are in the final days of the process.
### **2. The "Q1 2026" Guidance**
CleanTech Lithium has consistently guided the market to a **Q1 2026** delivery for the Laguna Verde PFS.
* **March 31** is the final business day of Q1.
* In the **March 11 Investor Webinar**, Ignacio Mehech noted that the PFS was being "finalized" following the breakthrough CEOL agreement on March 10. He stated that the data was ready, but the economic modeling needed to be adjusted to the specific 40-year contract terms agreed with the Chilean government.
### **3. The "CEOL First, PFS Second" Logic**
The company previously explained (in their January 5 RNS) that they would not release the PFS *before* agreeing on terms with the government.
* **The Logic:** A PFS is a financial document. You cannot calculate the **NPV (Net Present Value)** or the **IRR (Internal Rate of Return)** without knowing the exact royalty rates and contract length the government will charge.
* **The Fact:** Since those terms were signed on **March 10, 2026**, the final "plug-in" numbers for the PFS were only available three weeks ago. This makes tomorrow—the end of the month—the logical deadline to have those final results.