Kudus to management for their commitment to progressing the project. Not much they can do beyond enlisting backers, pushing forward, and hoping for favorable conditions.
My reservation: there are quite a few projects (e.g. Liontown and African projects) building despite the downturn and that makes me worried that the cycle could be much longer than everybody expects (there is potential DLE at lower costs as well). So there will be plenty of supply to meet the next demand surge & low prices are not curing the low prices well enough.
