North American Lithium - Revisit, page-120

would a production downgrade be that detrimental to SYA valuation if production was still in excess of contracted sales and was accompanied by a reduction in costs per tonne, considering the value of the company has been stripped to its absolute max, oversold and suffering the effects of the Lithium price shedding over the past few months?

Additionally, the concentration circuit problem NAL is having that was mentioned here the other day is EXACTLY the same as the one PLS was having that would likely be mitigated at the completion of P680...
(well the terminology that was used corresponded with it anyway), If the Cat was running the branch i would be endeavoring to get into contact with the people in the know, to have the best chance possible at reaching nameplate before adding more fuel to the "Valuation suicide fire" by announcing another failure in this already steaming pile of sh*te market.

Having said that - i feel comfortable that there is a solution, rather than not knowing if there is one all?
We can avoid a production downgrade