They need to do more to explain why just they bought more non-core assets (a clutch of small speculative exploration plays in Canada), when any other advanced development project in their position would be busy disposing of any non-core assets.
Also didn’t they realise that the optics of a doing this via a related party transaction would be horrible?
it would be good to get an update on Phase 1 funding, especially what is the level of demand for LiCl from other li producers in Argentina, where are these potential pre-payment providers in their evaluation process, and the likely timing of any funding announcement to complete Phase 1.
Ann: Investor Webinar, page-4
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