I certainly don't want Mt C back to full production, not at these price levels. This whole situation with lithium prices will blow over in a year so I don't agree that we need to burn through our proven reserves just to ship at barely above break-even when we have not a cashflow care in the world. SDV on the other hand I 100% agree. If we want that operation to be at full output when the lithium deficit eventually arrives it needs to be progressing asap. Or at least as soon as one can progress it without increasing its capex requirements. I assume that will be what the delay is about - the cheapest source of labor for the pond lining was booked out a month in advance. Or something in that vein.
Or something completely different. I did just make that up after all.
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SDV Pond Lining... Will they make it?, page-24
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