What I like:
* Great cash position ($1.1b) to weather the storm
* When Market conditions improve:
* Can easily switch Altura back on and increase production
* Can proceed with Brazil development
* P2000 (P2k) is on the cards!
* Calix demo plant on track for Dec Qtr
* Still making profits
* Spod price has increased
* Li battery energised which should reduce costs and carbon footprint
What I don't like:
* Current spod price. Out of management's control but won't last forever imo and may lead to potential cheap acquisitions (Altura #2?).
GLTAH!
(20min delay)