Ann: Half Year Accounts, page-60

I think its more about relevance and context rather than people arguing over things just to try and win on the forums.

I don't care what they produced in July and it doesn't matter really. They are in the startup phase working on the very difficult task of getting the evaporation process and the chemical process to work together. I have done my research and understanding very well how difficult this is and that it takes a long time with varying amounts of quality and output. I know it takes ten years plus on average to get such operations up and running. I understand what's required, what's happening and the journey because one I'm an engineer and two I've done my research.

I'm not interested at all in petty squabbling of people demonstrating they don't know the slightest on what's required or what's going on or what's significant and I'm not interested in debating them at infinitum. Positive or negative.

For example, the China spot price covers about 1% of the Li carb market and is controlled by Chinese inventories. Do people react to it? Sure they do but I'm not letting it worry me becasue i know the short term or a fraction of the market wont affect the tidal wave that will come. Startups just need to survive the China strategy. I think we will.

I'm not even gonna address the output for July in the scheme of things other than to say I'll get worried if by Christmas we aren't on an upward trajectory. I say trajectory not quantum for a reason. Yeah JZ says this and that. Big deal. He's an optimist trying to do his best predicting the progress. He's also not an Engineer or a Process Specialist. He's a Geologist.

Dont argue with the uneducated (and that's not meant to condescending all the information is there), lazy or fools if they cant see the info provided beyond their confirmation bias.

You can make money long or short if you know your stuff. There isn't just one way. But there's no point winging if YOU chose the wrong timing or strategy.

All imho.

dyor