Yeah I attended was interactive session and lots of opportunity...

Yeah I attended was interactive session and lots of opportunity to ask questions etc

Key take outs for me (not verbatim and in my interpretation of events):
- LSI Funding facility was mainly raised to prove to Yantai we could fund half of a processing plant if it reaches that stage. Expected cost would be somewhere $20-30M so that's Ardiden's portion.
- New Geo team bring far more experience to table 30+ years and have already proven a lot of assertions of the old team to be incorrect.
- New Satellite imagery and scanning not previously available is showing greater upside than previously thought
- Gold play was opportunistic and may be spun off or other such options. Had the upside of Lithium plan been known earlier then the Gold play may not have been executed. Lithium remains focus.
- Original drilling in Aubry was really based off old data and too narrow focus, plan with the new geo team to far expand this (survey the wider site as has been done) and out of 100 new sites focus on the highest potential to drill and test. Looks promising imo
- Management team and geo team will be out there on May to walk the newly identified sites, run some tests and determine exactly where next drilling to be focused

They admitted some mistakes in the past such as poor geo team and too much focus in one area. They've changed it up, have bought more experience onboard and the focus is to drill much wider and expand the JORC resource as quickly as possible.

Challenges remain funding however find the resource and they will come IMO. Personally I thought upside looks promising. Speculative obviously but the potential is there.