The pieces fit!I don't think I am offside posting this here given the FCC connection, the relationship to the EV supply chain and critical minerals interest I imagine many here have. If you listen to the tail end (33 minute mark) of the FCC announcement yesterday, Mr. Rickford, the Minister of Energy, Mines, Northern Development and Indigenous Affairs states that now they can turn their focus to lithium with an exciting opportunity for lithium processing in Thunder Bay, and rich lithium deposits in northern Ontario.
https://zoom.us/rec/play/Afj-RyGTMaVLmIf67KKNlwtp6MXHGFBO5Vj79MYLfX96lAvOpc5bPp55DR6A77d-nhowYC08ZQKuUex3.-YxRKQ7Z5tu7Q8yD
I confirmed my suspicion with a knowledgeable source that there is nobody other than AVL and Rock Tech that are in a position to be the reference of this government support for a processing facility - and of course Separation Rapids is described as high purity lithium deposit. Disclaimer that I own AVL.
https://avalonadvancedmaterials.com/news_media/news_releases/index.php?content_id=912
https://avalonadvancedmaterials.com/projects/separation_rapids/
AVL has several quality critical mineral plays across their various projects. There is activity on virtually every front with renewed interest in securing North American supply chains for the same. Some are certainly longer term and larger plays than others, but my confidence that AVL will develop at least one of these projects has grown substantially and I've invested (not trading) as much as I can on this news, knowing I could lose it.
The potential upside is large!
Happy holidays.