General Discussion Topics, page-140727

Carbonate is not a no-brainer right now, because Lithium prices dont allow us to pay for it. Our productuon cost doesnt allow us to pay for it. We dont have the skills or the funding necessary to get the skills to do it. Canada will not pay for it, most likely due to our current partnership (who even the U.S has pulled funding from) and no offtaker will entertain the idea until we can at least prove our SC production cost is economical and profitable.

The current B.O.D is capable of getting us to profitable Spod Concentrate. That is all that matters to us right now, while we try to stay afloat around a pile of explorers who cant.

Our integrated refining will come, but it is not the most important thing right now. Our SC production is. And the timeline for chemicals needs to be adjusted to suit to the current Lithium chemicals demand, pricing and our capital spending ability.

Let's see what the July 31 quarterly brings. Until then, we need to ride the poxy market and bearish Lithium macro.