Looks decent in most senses, cutting the impurity a bit close for Cl, but nothing to worry about I reckon.
Contradicting the interview a bit, sticking to a strict Q4 completion of DFS, but scoping it down to carbonate leaving hydroxide and the decision for later. Not sure about the reason but it's not a bad decision from a market communication and potentially from a negotiation timetable point of view. Carbonate... could still be anyone, but definitely not excluding Tesla for that "one big gigafactory" approach. We'll see.
EMH Price at posting:
62.0¢ Sentiment: Hold Disclosure: Held
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