My key takeaways:- company very well placed for when lithium...

My key takeaways:

- company very well placed for when lithium sentiment turns
- product quality unrivalled by peers and also some seniors
- stage 2 funding may happen a lot sooner than the market expects
- permits likely holding funding back
- M and other potential big strategic investors are more keen on 10kTpa plant funding (not a fan of greenfields i think jz mentioned)
- worst case, have enough cash for next 2 years if no funding (i certainly believe it won't come to this)
- tonopah will unlock great value for the company and will likely be explored in next 12 months.
- new president and salta officials are pro mining investment

overalll, reading between the lines, i think permits and stg 2 funding will be done by 2020 qtr 1, and once lithium sentiment turns, the company and its holders are in for a wild ride.

aimo. Glta.