Ann: Altura Lithium Project - Shipping and Operations Update, page-210

Approaching 52 week lows. Beginning to appear oversold and those with the guts to plunge in now could make a few bucks in the mid term imo.

Still a lot of questions to answer and it remains at $400m MCAP and $570m enterprise value which I don’t think is exactly basement prices for a company yet to prove much other than they are good at over promising, failing to communicate, omitting details and missing the deadlines they set for themselves - but cheap nonetheless I’ll admit. I think it will take getting up toward 50% nameplate whilst maintaining the product quality they produced to date to move the SP. So far they are running at a fraction of nameplate but quality looks good.

I will wait till the quarterly to assess some of those uncertainties before taking the plunge (recoveries, production, costs, cash balance/flow, sales price, offtaker payment and JRO issue). Good luck.