I don’t think the next quarterly will provide too much change,...

I don’t think the next quarterly will provide too much change, honestly the whole market is unrealistically relying on seeing profit/loss improvements in our early producer quarterlies rather than the serious changes SYA’s taking to set itself up as a big player (which is fair enough).

Which is imo what’s leading to the lack of any movement post quarterly or post li positive days.

3 things that need to happen which SYA has addressed:
1) Ramp up ending.. there are days were we are exceeding np production rates, during ramp up - this costs a lot until steady state production. Meeting nameplate will be a big milestone and ramp up easing too

2) Analysts call of H2 2024 and 2025 return of Li prices - Believe it when I see it, but they were right the first time about Li prices.

3) Cost cutting addressed by SYA - Need to see this in the p&ls, the market is absolutely not appreciating it in announcement or mining equipment jargon form

- I wouldn’t be surprised if the above 3 things all come in extremely close time periods to one another. The mere fact that SYA put huge money forward for cost cutting (at one of the most negative Li price points) meant that we’d be looking at a longer game rather than a next quarterly rocket.