Familiarisation - 'Rotomynes mission is to power consumers lives in a world that is clean, healthy and sustainable' by Fiona Dearing https://padlet.com/kaplaneducation/qga91z2q624aapcq en-us 2025-01-06 11:30:19 UTC 2025-04-24 07:36:25 UTC hello@padlet.com https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281434586 Lithium - commodity

]]> 2025-01-06 19:19:15 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281434586 Quoted Company - Shareholders to consider https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281434916 2025-01-06 19:19:37 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281434916 Quoted company - Should apply Corp Gov https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281434947 2025-01-06 19:19:39 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281434947 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435052 quoted company

]]> 2025-01-06 19:19:47 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435052 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435071 Quoted company - access to capital markets

]]> 2025-01-06 19:19:48 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435071 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435593 operates in 6 countries - currency risks


]]> 2025-01-06 19:20:22 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435593 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435683 International

]]> 2025-01-06 19:20:27 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435683 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435857 Use IFRS to prepare financial statements

]]> 2025-01-06 19:20:42 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281435857 Products include rechargeable batteries - forecasted to be have exponential growth once EV's are fully imbedded into society https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281436107 2025-01-06 19:20:58 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281436107 developed country as head office. Well regulated https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281436195 2025-01-06 19:21:02 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281436195 Financial statements prepared in line with IFRS https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281437000 2025-01-06 19:21:38 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281437000 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281437011 Links to demands for rechargeable batteries -ev, sustainability, green energy.


FX risk due to operations in six countries


]]> 2025-01-06 19:21:38 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281437011 Operate across 6 countries - cultural, ethical differences (especially in less developed countries) https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281437370 2025-01-06 19:22:08 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281437370 Currency is P$ - Exposed to currency risks https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281437777 2025-01-06 19:22:30 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281437777 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281438086 Geographically diverse - currency risk, political risk, different regulations in different countries, cultural/ethical differences

]]> 2025-01-06 19:22:46 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281438086 We are senior manager, reporting to Board https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281444966 2025-01-06 19:30:02 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281444966 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281453515 environmental concerns


]]> 2025-01-06 19:39:31 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281453515 DLE - most expensive method https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281453579 2025-01-06 19:39:38 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281453579 Demand for Lithium Carbonate due to increase by 8 fold by 2030 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281453637 2025-01-06 19:39:44 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281453637 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281453845 sustainability


]]> 2025-01-06 19:39:53 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281453845 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454224 DLE - most expensive but more sustainable than other methods


]]> 2025-01-06 19:40:21 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454224 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454241 brine mines - time consuming process

]]> 2025-01-06 19:40:22 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454241 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454353 Difficult/impossible to acquire new mines, and existing mines (presumably) contain a finite amount of lithium

]]> 2025-01-06 19:40:29 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454353 DLE - most sustainable - expensive method, could this be offset by savings in PPE? https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454367 2025-01-06 19:40:30 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454367 Batteries make up around 75% of the uses of Lithium sophieflynn2 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454584 2025-01-06 19:40:47 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454584 Under sea mining current not viable, potential to link with constant innovation...partnership with the university & value etc. https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454668 2025-01-06 19:40:55 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454668 DLE can generate electricity - Self sufficient (power) (zero carbon emissions) https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454747 2025-01-06 19:40:59 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454747 Cheaper the source, worse for the environment. Choice of Sustainability vs Cost https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454806 2025-01-06 19:41:00 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281454806 92% 'wastage' - any opportunities for this wastage https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281455075 2025-01-06 19:41:17 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281455075 Roughly 65% produced via Hard Rock Mines, 30% Traditional Brine & 5% DLE (of Lithium) https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281455320 2025-01-06 19:41:34 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281455320 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281455435 Could see limiting policies implemented by Gov

]]> 2025-01-06 19:41:45 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281455435 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456058 Rotomyne currently don't produce lithium chloride at all - scope to expand operations?

]]> 2025-01-06 19:42:27 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456058 Remote locations - negative impact on environment, but less of a social impact than other locations https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456344 2025-01-06 19:42:40 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456344 Demand expected to increase by 700% by 2030 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456448 2025-01-06 19:42:47 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456448 Volatile Lithium Prices https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456643 2025-01-06 19:43:04 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456643 Lithium is highly volatile in Lithium carbonate form - dangerous to handle - Needs to be stored in a specific way - High risks https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456785 2025-01-06 19:43:16 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456785 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456845 Increase use of DLE due to limited permissions for viable mines will lead to increase expenditures, capital investment - further finance required.


Current operations - sustainability

]]> 2025-01-06 19:43:20 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456845 Traditional mining takes 12-18 months - what happens is process doesn't go to plan?! https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456938 2025-01-06 19:43:28 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281456938 elliegittins https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281457097 Anything for the local communities like job creation?

]]> 2025-01-06 19:43:38 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281457097 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281457315 lithium industry - significant barriers to entry. Government issues

]]> 2025-01-06 19:43:54 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281457315 Rotomyne is in the top 4 lithium producing companies sophieflynn2 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281457646 2025-01-06 19:44:11 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281457646 elliegittins https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281458891 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?

]]> 2025-01-06 19:45:40 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281458891 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464249 FX / currency risk

]]> 2025-01-06 19:52:24 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464249 Currency Risk - paramount considering number of countries traded with https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464453 2025-01-06 19:52:42 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464453 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464471 political risk - 2 most recent acquisitions in high risk countries

]]> 2025-01-06 19:52:43 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464471 Diversification opps - no mention of Lithium Cloride in current products https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464523 2025-01-06 19:52:45 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464523 Unlikely to buy any new mines https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464558 2025-01-06 19:52:48 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464558 reliance on single customer (22% of revenue in 2023) Major vehicle manufacturer https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464666 2025-01-06 19:52:55 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464666 90 different countries https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464849 creates a significant exposure to currency risks (FX Changes) & Ops (benefit from futures)

]]> 2025-01-06 19:53:04 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464849 Diversify eventually to other areas if mines are limited? https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464874 2025-01-06 19:53:07 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464874 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464982 highly automated - IT / cyber risks

]]> 2025-01-06 19:53:16 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281464982 elliegittins https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465038 Feel like cyber will be tested somewhere - could they have some hacking or something?

]]> 2025-01-06 19:53:21 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465038 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465116 well established - experience of being a quoted company

]]> 2025-01-06 19:53:30 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465116 Complies / overcomplies with regulations - proactive in H&S for staff https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465476 2025-01-06 19:53:49 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465476 Mission & Values https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465617 Mission and values are a bit generic

]]> 2025-01-06 19:54:00 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465617 Differentiate methods of extraction? Currently 6 HR & 3 brine mines https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465740 2025-01-06 19:54:09 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465740 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465836 some mines are in high risk countries - political issues

]]> 2025-01-06 19:54:15 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281465836 Reputation for innovation https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466031 2025-01-06 19:54:26 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466031 Sustainability/CSR https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466126 2025-01-06 19:54:35 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466126 elliegittins https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466132 Potentially how they could increase recycling to reduce wastage - new products from old ones maybe?

]]> 2025-01-06 19:54:35 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466132 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466153 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'

]]> 2025-01-06 19:54:38 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466153 Opportunity to improve sustainability and in turn promote a more positive response from consumers https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466572 2025-01-06 19:54:58 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466572 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466625 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.

]]> 2025-01-06 19:54:59 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466625 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466935 largest customer is 22% of revenue - what happens if they lose this customer?

]]> 2025-01-06 19:55:18 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281466935 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281467082 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



]]> 2025-01-06 19:55:33 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281467082 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281467090 Batteries makes up big proportion of revenue, risk of alternatives that could disrupt the market


]]> 2025-01-06 19:55:34 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281467090 Collaborates with Customers on Research https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281467239 2025-01-06 19:55:46 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281467239 One customer accounts for 22% of revenue https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281467491 2025-01-06 19:56:03 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281467491 High automation in mines - 24/7 production https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281468091 2025-01-06 19:56:45 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281468091 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281468352 No mines in Porrland despite being based there

]]> 2025-01-06 19:57:01 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281468352 No mines in same country as HO - question many on strategic management and knowledge of areas/country/associated risks etc.. https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281468578 2025-01-06 19:57:23 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281468578 Reputation with leading university - opportunity to expand on this? https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281469621 2025-01-06 19:58:41 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281469621 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281471501 Board doesn't have enough NEDs

]]> 2025-01-06 20:00:56 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281471501 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281472919 Audit committee doesn't seem to have a finance professional on it

]]> 2025-01-06 20:02:48 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281472919 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. https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475004 2025-01-06 20:05:12 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475004 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475046 inbalance of NEDs and EDs

]]> 2025-01-06 20:05:18 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475046 Appointed around the same years - was there a change that instigated this? https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475165 2025-01-06 20:05:29 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475165 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475228 no Tech or Sustainability Director

]]> 2025-01-06 20:05:36 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475228 No IT rep, heavily reliant on IT due to automation https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475343 2025-01-06 20:05:44 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475343 HR director has previous links to a major vehicle manufacturer https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475369 2025-01-06 20:05:48 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475369 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475533 Chair shouldn't be on the audit committee according to UKCG

]]> 2025-01-06 20:05:52 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475533 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475553 No IT director / representative, even though focus on automation

]]> 2025-01-06 20:05:53 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281475553 Given good innovation, lack of IT director wouldn't lend itself to moving with technological changes https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281476234 2025-01-06 20:06:30 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281476234 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281476307 not much financial expertise on the Board

]]> 2025-01-06 20:06:40 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281476307 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281476361 Value being sustainable, no sustainability representative


]]> 2025-01-06 20:06:44 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281476361 No Executive Director on Risk Committee https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281477254 Limits the committees ability to make fully informed decisions on managing risks


]]> 2025-01-06 20:07:50 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281477254 Pierre has knowledge of governments, will he be key to include in decision? https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281477304 2025-01-06 20:07:54 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281477304 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479401 currency/political risks with being a global company, sustainability and environmental concerns, innovation and technology

]]> 2025-01-06 20:11:03 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479401 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479642 IT

Sustainability/CSR

Political risk

]]> 2025-01-06 20:11:25 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479642 FX currency risk, sustainability risk(high C02 with HR) and H20 consumption with Brine Mines, no more viable mine sites to aquire? https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479705 2025-01-06 20:11:30 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479705 sophieflynn2 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479752 1 sustainability, 2 board concerns, 3 big company - big reputation at stake

]]> 2025-01-06 20:11:35 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479752 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479863 Currency risk, cyber risk, sustainability/CSR

]]> 2025-01-06 20:11:46 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479863 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479900 sustainability/environmental concerns, currency and political risks, technology/innovation

]]> 2025-01-06 20:11:47 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479900 Sustainabilty vs cost, IT Director, Product https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479988 Sustainability vs cost

Lack of IT director

Reliance on one product / one customer

]]> 2025-01-06 20:11:59 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281479988 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480038

  • Opp to expand into EV's

  • Market driven, cost leadership approach

  • Board risks with corp gov and lack of IT lead


    • ]]>     2025-01-06 20:12:04 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480038     https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480145 Future mining legislation change,

    Currency risks

    Sustainability

    ]]>     2025-01-06 20:12:15 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480145     IT Director, Diversification considerations (raw material is limited) & Sustainability concerns https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480170 2025-01-06 20:12:17 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480170 elliegittins https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480214

  • 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

    • ]]>     2025-01-06 20:12:22 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480214     https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480444 well established

    strategy slowly outdating

    Governance

    ]]>     2025-01-06 20:12:34 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480444     1. Sustainability 2. currency risk 3. corporate governance risks https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480758 2025-01-06 20:12:37 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281480758 https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281483665 Ethics - using hard rock and traditional mining rather than DLE

    ]]>     2025-01-06 20:14:34 UTC https://padlet.com/kaplaneducation/qga91z2q624aapcq/wish/3281483665