Well done JP, to me that was one of his best presentation to date. He has improved a lot in the delivery of the message and that's what we want. We don't need him to tell it all about GLN in 10 minutes. A clear and concise message is much better.
Pretty much confirmed that they are talking to locals in Argentina and have sent samples and pretty confident the offtakes will be local ones, while they wit for export license. There will be 10 projects in Argentina by 2026 so he doesn't want to be lithium carbonate plant number 11 when he knows that they will struggle to reach capacity. So the backup for all these projects will be to buy concentrate locally to feed the plant.
Still seems like a genius idea to me, low capex, fast development. They are working hard on site to have the first pond built by January 2024 so they can fill it and have the first products Q1 2025.
Again, a picture speaks a thousand words and this drone footage was really good to see the progresses. Hopefully we get more of these in the next few months.
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