TBH, some pretty worrisome messages from James Brown. 1. 2 of the 3 off take partners are on shaky grounds, only Ganfeng taking regular shipments, Lion Energy conversion plant not up yet, J&R is in deep trouble 2. Does not sound confident and forthcoming when asked about next quarter cashflow 3. Plant optimization is still underway, with recent input from Primero, likely means more money needed to reach nameplate 4. Does not sound very confident in debt restructuring
