RE:Listen to Jean-S Lavallee's presentation this morning?Yes Dalesio I did!
At the P.I. Financial presentation today JSL did a really stellar presentation using the Nov 2 slide deck, better than the RK equity Interview in my opinion and probably the best one he's ever done!
Mentioned Yves Perron, construction vp and he was responsible for Stornaway's Renard build came in under budget and 5 months early. Will see additions to the construction team moving forward.
Mentioned Steffen Haber and how critical he is to the team with Marcus Brune.
He used a map to point out all the infratstructure in place, road, power line, workers camps, and airport for fly in fly out workers etc. Pointed out great relationship with Cree, will like use their camp to house workers
Talked about production profile of 5.5 chemical grade and the 6.0 plus for Tech grade for glass and ceramics industry
Talked about all the test work that was done across the whole deposit to ensure consistency of grade, impurities etc. Apparently It's very consistent.
Phase 1 and Phase 2 but priority to get Phase 1 up and running first.
Walked through the Schedule timeline, now that we have the permit want to stick to that schedule
I think he said build, ramp and commissioning into end of 2024 full production beginning 2025
Straegic Partner(s) discussions
25k drilling program resumes just after christmas and will be complete by spring!
Expansion of Rose priority - it's open in many directions.
He said we hadn't really focused on more drilling after the resource was defined as we focused on getting everything towards F.S. and permiting.
10k metres drilling on Lemare to delinate new Initial resource, potential large trend
It's 25km from Rose I think he said
he also mentioned a couple of times we have land at the trend on both side of the whabouchi deposit
he mentioned other pojects and the Lithium, Cesius, Tantalum showings.
He even covered Tantalum in some depth that is rarely ever mentioned as the host asked him a question about it
A subtle addition to JSL's talking points.
"The transport of spod goes by truck from the mine to the transhipment site in Metagami, and then go by rail to Becancour"...first time I've heard him say that, subtle hint perhaps!
cheers