Firstly we shouldn't be in this position but yet again we...

Firstly we shouldn't be in this position but yet again we have over run with no accountability. Maybe blame a supplier.

Having said that we can survive if producing something and selling it.

We are processing brine so are at the cheaper end however just like all projects AISC are higher during startup and run in. Even at spot levels we can pay for ourselves and make a small profit.

We aren't in the same position looking for capital to build the whole project. We've built at a scale to suport ourselves.

So it really is critical to fix our filter press issue.

I know JZ is like nvm eveybody it's about forever not today but that might be ok for Puna and AGY getting paid from investor funds but it's not for investors who have a range of goals. Just like Puna employees who turn up and expect to get paid investors expect somthing from their contribution.

I'd like to know what Puna is doing to save money. There's only so much refresher training you can do so are they standing down employees with no gainful work? etc. Why do we have relatives employed at AGY? do we need their services in such times it's not like we are progressing other projects. etc.

No point waiting for the quarterly summary. Thats meaningless. We need and update on:

Updated focus i.e getting Plant up and running to support the business.
Update on Process status after all it was suppoed to be all commissioned but it wasnt.
Cost saving messures to support above.
Timeline.
An explanation on our security and how we can support ourselves to the market.


Other businesess are starting to provide this no reason JZ cant.


The only good thing about the likes CXO, LTR being mothballed and ALB etc pausing expansions is that supply will come off. Not sure were China is getting it's Lepidolite or dso and how they are processing it without loss at these levels but they yet again playing a master game beating the West.


imo
dyor