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Lithium - commodity

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Quoted Company - Shareholders to consider

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Quoted Company - Shareholders to consider

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quoted company

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Quoted company - access to capital markets

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operates in 6 countries - currency risks

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International

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Use IFRS to prepare financial statements

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Products include rechargeable batteries - forecasted to be have exponential growth once EV's are fully  imbedded into society 

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Products include rechargeable batteries - forecasted to be have exponential growth once EV's are fully  imbedded into society 

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developed country as head office.  Well regulated

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developed country as head office.  Well regulated

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Financial statements prepared in line with IFRS 

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Financial statements prepared in line with IFRS 

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Links to demands for rechargeable batteries -ev, sustainability, green energy.

FX risk due to operations in six countries

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Operate across 6 countries - cultural, ethical differences (especially in less developed countries)

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Operate across 6 countries - cultural, ethical differences (especially in less developed countries)

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Currency is P$ - Exposed to currency risks

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Currency is P$ - Exposed to currency risks

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Geographically diverse - currency risk, political risk, different regulations in different countries, cultural/ethical differences

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We are senior manager, reporting to Board

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We are senior manager, reporting to Board

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environmental concerns

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Demand for Lithium Carbonate due to increase by 8 fold by 2030

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Demand for Lithium Carbonate due to increase by 8 fold by 2030

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sustainability

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DLE - most expensive but more sustainable than other methods

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brine mines - time consuming process

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Difficult/impossible to acquire new mines, and existing mines (presumably) contain a finite amount of lithium

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DLE - most sustainable - expensive method, could this be offset by savings in PPE?

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DLE - most sustainable - expensive method, could this be offset by savings in PPE?

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Batteries make up around 75% of the uses of Lithium

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Batteries make up around 75% of the uses of Lithium

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Under sea mining current not viable, potential to link with constant innovation...partnership with the university & value etc.

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Under sea mining current not viable, potential to link with constant innovation...partnership with the university & value etc.

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DLE can generate electricity - Self sufficient (power) (zero carbon emissions)

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DLE can generate electricity - Self sufficient (power) (zero carbon emissions)

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Cheaper the source, worse for the environment. Choice of Sustainability vs Cost

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Cheaper the source, worse for the environment. Choice of Sustainability vs Cost

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92% 'wastage' - any opportunities for this wastage

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92% 'wastage' - any opportunities for this wastage

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Roughly 65% produced via Hard Rock Mines, 30% Traditional Brine & 5% DLE (of Lithium)

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Roughly 65% produced via Hard Rock Mines, 30% Traditional Brine & 5% DLE (of Lithium)

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Could see limiting policies implemented by Gov

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Rotomyne currently don't produce lithium chloride at all - scope to expand operations?

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Remote locations - negative impact on environment, but less of a social impact than other locations

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Remote locations - negative impact on environment, but less of a social impact than other locations

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Demand expected to increase by 700% by 2030

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Demand expected to increase by 700% by 2030

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Lithium is highly volatile in Lithium carbonate form - dangerous to handle - Needs to be stored in a specific way - High risks

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Lithium is highly volatile in Lithium carbonate form - dangerous to handle - Needs to be stored in a specific way - High risks

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Increase use of DLE due to limited permissions for viable mines will lead to increase expenditures, capital investment - further finance required.

Current operations - sustainability

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Traditional mining takes 12-18 months - what happens is process doesn't go to plan?!

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Traditional mining takes 12-18 months - what happens is process doesn't go to plan?!

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Anything for the local communities like job creation?

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lithium industry - significant barriers to entry. Government issues

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Rotomyne is in the top 4 lithium producing companies

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Rotomyne is in the top 4 lithium producing companies

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If they're a big supplier, they may have more of an internal issue with acting as they should, i.e. could know and take advantage of not doing without good corporate governance?

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FX / currency risk

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Currency Risk - paramount considering number of countries traded with

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Currency Risk - paramount considering number of countries traded with

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political risk - 2 most recent acquisitions in high risk countries

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Diversification opps - no mention of Lithium Cloride in current products

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Diversification opps - no mention of Lithium Cloride in current products

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reliance on single customer (22% of revenue in 2023) Major vehicle manufacturer

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reliance on single customer (22% of revenue in 2023) Major vehicle manufacturer

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creates a significant exposure to currency risks (FX Changes) & Ops (benefit from futures)

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Diversify eventually to other areas if mines are limited?

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Diversify eventually to other areas if mines are limited?

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highly automated - IT / cyber risks

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Feel like cyber will be tested somewhere - could they have some hacking or something?

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well established - experience of being a quoted company

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Complies / overcomplies with regulations - proactive in H&S for staff

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Complies / overcomplies with regulations - proactive in H&S for staff

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Mission and values are a bit generic

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Differentiate methods of extraction? Currently 6 HR & 3 brine mines

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Differentiate methods of extraction? Currently 6 HR & 3 brine mines

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some mines are in high risk countries - political issues

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Potentially how they could increase recycling to reduce wastage - new products from old ones maybe?

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Current operations (hard rock and brine mining) don't seem to align with the company's mission and values to be 'clean, healthy and sustainable'

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Opportunity to improve sustainability and in turn promote a more positive response from consumers

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Opportunity to improve sustainability and in turn promote a more positive response from consumers

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Potential projects to explore aircraft manufactures, an area in which of the directors is specialized in. But concerns on how volatile the pure lithium is - transportation, operation safety.

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largest customer is 22% of revenue - what happens if they lose this customer?

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Is there any opportunity to expand Rotomyne's operations through DLE - can the company invest in innovation to find more efficient process within DLE method?

what are the financial risks that Rotomyne faces if it was to expand in an unstable political country - political risk

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Batteries makes up big proportion of revenue, risk of alternatives that could disrupt the market

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One customer accounts for 22% of revenue

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One customer accounts for 22% of revenue

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High automation in mines - 24/7 production

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High automation in mines - 24/7 production

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No mines in Porrland despite being based there

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No mines in same country as HO - question many on strategic management and knowledge of areas/country/associated risks etc..

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No mines in same country as HO - question many on strategic management and knowledge of areas/country/associated risks etc..

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Reputation with leading university  - opportunity to expand on this?

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Reputation with leading university  - opportunity to expand on this?

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Board doesn't have enough NEDs

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Audit committee doesn't seem to have a finance professional on it

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Good knowledge & experience 'across the board' from EDs - Senior NED has useful experience in the Government (admin/advisory roles) & no IT director is biggest threat here IMO.

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Good knowledge & experience 'across the board' from EDs - Senior NED has useful experience in the Government (admin/advisory roles) & no IT director is biggest threat here IMO.

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inbalance of NEDs and EDs

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Appointed around the same years - was there a change that instigated this?

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Appointed around the same years - was there a change that instigated this?

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no Tech or Sustainability Director

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No IT rep, heavily reliant on IT due to automation 

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No IT rep, heavily reliant on IT due to automation 

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HR director has previous links to a major vehicle manufacturer

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HR director has previous links to a major vehicle manufacturer

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Chair shouldn't be on the audit committee according to UKCG

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No IT director / representative, even though focus on automation

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Given good innovation, lack of IT director wouldn't lend itself to moving with technological changes

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Given good innovation, lack of IT director wouldn't lend itself to moving with technological changes

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not much financial expertise on the Board

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Value being sustainable, no sustainability representative

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Limits the committees ability to make fully informed decisions on managing risks

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Pierre has knowledge of governments, will he be key to include in decision?

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Pierre has knowledge of governments, will he be key to include in decision?

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currency/political risks with being a global company, sustainability and environmental concerns, innovation and technology

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IT

Sustainability/CSR

Political risk

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FX currency risk, sustainability risk(high C02 with HR) and H20 consumption with Brine Mines, no more viable mine sites to aquire?

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FX currency risk, sustainability risk(high C02 with HR) and H20 consumption with Brine Mines, no more viable mine sites to aquire?

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1 sustainability, 2 board concerns, 3 big company - big reputation at stake

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Currency risk, cyber risk, sustainability/CSR

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sustainability/environmental concerns, currency and political risks, technology/innovation

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Sustainabilty vs cost, IT Director, Product

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Sustainabilty vs cost, IT Director, Product

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Sustainability vs cost

Lack of IT director

Reliance on one product / one customer

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Opp to expand into EV's

Market driven, cost leadership approach

Board risks with corp gov and lack of IT lead

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Future mining legislation change,

Currency risks

Sustainability

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IT Director, Diversification considerations (raw material is limited) & Sustainability concerns 

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IT Director, Diversification considerations (raw material is limited) & Sustainability concerns 

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IT and automation - maybe cyber

Sustainability and environment - could -link to internal controls are checks in place to minimise errors/impacts on environment

potentially growth - how else can they grow if already successful where they are and limited opportunities for expansion how do they now create value in other ways

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well established

strategy slowly outdating

Governance

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1. Sustainability 2. currency risk 3. corporate governance risks  

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1. Sustainability 2. currency risk 3. corporate governance risks  