General Discussion Banter GLN, page-15483

JP was his usual stumbling self in the interview. Granted English is his second language, but it’s hard to listen to.
Howard asked the pertinent questions but failed to pursue the grey areas in jps answers. For instance, H asked “what about the Glencore deal” and JP was saying all options are on the table followed by some waffle about Chinese converters, then mentioned “ future offtake deals”, and H didn’t pursue the point he started to qn, that being is the Glencore deal relinquishable? After listening to that 3 times it seemed at first as if JP was saying the Glencore deal could be dumped, and then it seemed as if it couldn’t. Maybe they are talking to Glencore to see if they want out? Either way, H missed the opportunity to laser in.

H asked how long the cash would last, but that went unanswered and unpursued.

JP stated that discussions with Chinese converters seemed to indicate a deal for LiCl could be made at 70% of battery grade LCE price.

Export permits for LiCl are pretty close. Stage 2 construction permits expected this half of the year.

Overall, considering the depth of sh!t we are in, I thought the interview seemed pretty realistically optimistic, positive.