Banter and General Comments, page-2912

Thanks for the information @Thesi It says alot to see that anyone who is a real player in the industry is interested. It gives some comfort to the industry perspective of lithiums future.

I think that a deal would be of some value if the right partner is selected. For example, if it was Tesla it would help forge a partnership that a) would give us money to complete SDV  b) help jump start JB and c) when you combine a and b together Tesla would be a great buyer of our goods from JB.

A JV that would give us experience with brines would also be great as that will then allow us to focus our attention to the expertise we have at building JB. Productivity a result of playing to our strengths. Possibly, it is a good thing to grow as quickly as possible to ensure our future with a greater industry say.

Please try and find from your sources more about the YOC being completed. As I was saying the other day I think this is very important to our short term future. It counters many arguments e.g. Prices fall then that's ok as we are producing more so revenues are not impacted. Prices flat or rise well that then just accelerates our profits and money that can be used for JB or capital management.

Personally, I am very interested in this upcoming report. I am starting to feel cautious about what it may contain.