The chosen story
$6M financing secured
Institutional investor
Strategic partnership
Fully funded
63.91 million tonnes
99.6% purity
World-class resource
NPV $670 million
Transformational
The required story
Variable-priced settlement benchmarked at $1.178
Derivative liability: $2,576,000
Up to 12.9M shares dilution from one deal
$908K cash, five weeks runway
60% inferred, density untested
Post-washing grade, not in-situ
Substantial doubt, five consecutive quarters
$396.5M CAPEX unfunded
Note 9, page 23
THE GAP IS WHERE THE TRUTH LIVES
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