LG Chem, page-4

I respect Mr Zuleta, and so my initial read of this article was disturbing.
But then in a later reply underneath his article he does state (my emphasis in bold):

"This article was first published on November 23, 2017 for my Seeking Alpha Marketplace subscribers only. Pilbara Minerals has since made important progress in development of its lithium project. However, the main thrust of my arguments remain relevant, namely that 1) LG Chem offtake agreement would at best materialize only in Stage 2 of Pilbara’s mining development and actual production of spodumene concentrates would begin occurring not earlier than Q1 2021; 2) the hype around the MOU signed between Pilbara and Polaris Shipping was unjustified; and 3) it is not clear where LG Chem will get its lithium from in at least the net 4 years."

So this article was written 3 months ago and a lot has transpired since. There is no evidence that we know of at the moment to support his contention of any material delays. Even in the latest 30 January Corporate Presentation on pg 25 it states that "Commissioning / 1st conc on track from Q2 2018" - on schedule.

Sure there is very, lets even say extremely likely to be slippage and issues in the project along the way and by the time we are well into way on Stage 2 development, and I can accept his point that actual production may be delayed by some months but so what ? What other projects of this magnitude won't have issues/delays ?

I wouldn't take this article too negatively from PLS's perspective. His article is also very much about the impact and issues facing our offtake partners further downstream. I accept that.