I'm also tempted to sell now - could go down further .BUT...

I'm also tempted to sell now - could go down further .BUT then I just read the recent PLS announcement again- in DETAIL and not just the summary. and then, it sounded far less dramatic to me then it is pointed out here by the downrampers.
PLS just acts reasonably. they want to have a longtime relationship with their partners- so they talk and negotiate wth them when they are "in stress and delay". this is what you do with your good costumers- show them a "helping hand" in order to receive this also when you are in need of it.
beside, they use the time now wisely to optimize mining process.

the way is clearly outlined - JV and participation in downstream process, partnering process, stage 3.
and I don't see it in danger.

also fundamentals and worth of equity does not change within 2 months- taking into consideration the famous 2019 sales of lit-reserves. so this is still a valid guideline (let's say +\- 20%)

don't be a ntimidated- including me!