imo, there is no rush. there will be plenty of buyers soon enough and the lithium carbonate price is only getting higher by the day. he has said numerous times that we already have OT offers, but he wants to leverage off this demand by combining with Stg 3 funding. id rather we wait to lock in Stg 3 funding to preserve longevity than take on a stage 2 OT on its own and lose leverage for stage 3 funding just for ST gains. its due to this that I dont expect an OT in the ST.
my preference is to focus on the continuing Stg 2 plant construction, expand rincon resource and stg 3 approvals for the rest of this calendar year. anything else is a bonus for me.
2022 is where i see our bigger gains. traders will do their thing in the meantime.
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