EMN General Discussion, page-114

I thought the call was good. Matt is very good at clearly laying out where everything is at. 6mths $'s left, but aiming for a strategic equity partnership (OEM) on that side, debt funding looking like it's lining up nicely. Oversubscribed for product offtakes, Verkor progressing to final Term Sheet.
Demonstration plant coming along, one issue which was supplier related but not a material impact to time frame.
Becancour is a progressing Matt touched on Govt subsidies and was quite specific about who potential Offtakers could be.
solid update. happy adding on weakness in the SP while everyone else is chasing the next Li play!