Ann: Strategic Review and Operational Update, page-79

Yes, and nothing notably different than the past generally understood path. At least they have a new path, ... maybe until they get a new MD?? Anyway, good that we are still on the same basic path, as there appeared little wrong with it, except perhaps the execution of ramp up to capacity, and the general lithium market. I'm not aware of other issues....
Not trying to be negative, but wouldn't the strategic review with a focused strategy of partnering, mention the particular partners and conviction for the future. PLL has been an open wound, requiring a statement of support or otherwise. We are just left with the status quo, but an opportunity lost to add strength to the partnership. I personally have little issue with the PLL JV, it was a cost of attaining dollarwise and credibility our NAL flagship, without it we would still be waiting on BAPE, no money in the bank etc etc.
Anyway, there are signs of improvement, in the company and the market so lets let management do their thing. At least getting as much resource close to existing / Moblan we can't do too much wrong. NAL will be the engine room for some time, and the ship will rise with the tide!