Don't be shocked!, page-102

Colin your black hat looks like it has BS written on the front!

MC to continue delivering a tidy profit of US$12-18 per quarter going forward. Floor price is USD $500, cost of production down to just USD $329
MC yield of project is now delivering excellent results. Drilling to continue to grow mine life, beyond 6 years.
Spodumene inventory of 35K. Est value $20-25M USD.
SDV has 15 hectares of ponds completed with lining to be installed in Q3 2019.
$250M USD in cash. Cash per share is ~90 cents per share. ZERO DEBT. AUD is looking particularly weak for the second half of 2019.
Prospect to participate in the Chinese converter business.
Prospect to get a strategic partner to fund a large portion of SDV. Tesla and POSCO in the background.
Directors have recently topped up.
Strategic stakes is A40 and LPD.
New CEO starting very soon and will free up AT to finalise some major deals.

And all the while at the macro level, global ramp up of supply is well below forecast and Tesla is saying they can't get enough batteries.

Cheers