Banter and General Comments, page-11800

Not sure if any of you have endured Joe Lowry's latest ** fest - the Global Lithium Q & A.
In it, he makes a prediction about another Oz spod producer that will be put into C & M next year. Now, he pretty much mentions every WA producer by name and exonerates all but two operations - Mt Cattlin and AJM's Pilgangoora.
He does mention we have scaled back operations, but is non committal on whether or not we stay open.
Assuming he is right, and the operation that goes in to C & M is not Mt Cattlin, then we could be seeing a second VA scenario as AJM will need to refinance their debt early next year.
He also predicts we haven't seen the lowest prices as yet and suggests there is one more step down in pricing.
Bottom line is that we need to bunker down, preserve cash, honour our customer commitments, retain an engaged workforce and be ready to ramp it up when the the inevitable recovery comes.