Current SP and any other thoughts, page-5472

I somewhat agree that now is the time to get some deals done , to get our Li project into development. However with the DFS due quite soon now - that is quite good timing. So I'm currently not too worried about the timeline to market, but that timeline is tightening, particularly if we install downstream processing capability with our concentrate plant. So with all of these battery plants being built and planned, 24 months from now looks like the time manufactures will really need supply.

I think the covid thing has had very minimal effect on the broader change to the electrification of vehicles.

The one thing that continues to surprise me is that some large outfit still has not made a deal with us to secure supply.