AT needed to go, he only made the Posco deal which luckily has come off and saved our bacon, but he played too hard to get when sentiment was good.
He took the eye off the ball completely on operations the fact that we are still talking about YOP more than 12 month after it was promised and it still hasn't delivered the goods, 51% recovery, this is joke. I'm sure with another 9 months we will get in the high 60s, but come on. The sooner the new guy comes in and sorts this asset out the better.
They should stop spending money on SDV and get rid of all those expensive resources they hired. The market from lithium will be subdued until all the new supply is sucked up. At that point then parties will be interested in SDV again and we can do a deal then.
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