Personally I don't take a lot of notice of end games or the so called BEOT, some bought in at 18c so they are just as capable of getting it wrong as the rest of us....they're buzz words as much as anything IMO.
At current prices there won't be much if any margin at the moment IMO and how that plays out will be at the forefront of management thinking, the quarterly will throw some light on that if not before. We have no debt and well cashed up so plenty of wriggle room while Lithium prices sort themselves out.
It's easy to overthink these things at times like this but if a material change to the business is required we will be told when a decision is made by the JV and not before...
Cheers Whisky
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