Li-related News/Articles/Reports, page-4915

I don't think its going to be Mitsubishi, My guesses are Hyundai, Kia or Samsung.

Key for us is Steady state production and signs of scaling quantity whilst maintaining quality. Once that finally happens the rest will finally unfold in my opinion.

Argentina is proving it wants to support mining & lithium industry's & Puna is local and set on delivering many benefits to local communities.

Puna have proven quality just have to finalise proof of consistency.

If we all can keep our emotions in check and appreciate where Agy & Puna are in the scheme of things then we'd see what an opportunity the sp is.

My major concern regarding sp & MC was that it will negatively effect funding leverage & Conditions. I have on previously and recently echoed that to the skipper again and I'm happy with his response.

Puna updated their website to correct the status of production. Because a few of us share holders asked the question in regards to its accuracy.

One thing I personally have overlooked in regards to our position on delivering the awaited announcements is the rate in which the goal posts for the lithium demand have developed while we have grown since 2017. Even the potential ot partners requirements will have changed drastically as they all realise that a large portion of projects- especially brine will never deliver on scaled production from their resource unless they are are JV'd with an existing proven producer.
I'n my opion this is why Argosy/Puna are still the Diamond in the rough.
Understanding future supply demand equations really suggests that prices will be stronger for longer to quote JL.. Given where we are comparative to other juniors I cannot see how current sp isn't a buy- other than the chart showing-confirming a bottom.

Only thing I certainly need to learn is to take some of the table through out the semi predictable sp action.

Anyway,
Tight lines
Nuff