Interesting interview, JP demonstrating much more humility. Glencore was passed over, so clearly that's still off the table. I am always curious why he cannot elaborate on what the delays are, and wonder how Glencore has woven it to be that way, they really strung us up good.
It was a good reminder about the permits, LiCL export and stage 2 are both good checkboxes that are likely conditionals for a China-led offtake, and they're coming soon. The CFO chatter at the end points to the current 'talks' with China progressing, hence needing the CFO experience for terms.
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