"and we have valuable IP in knowing what a 10k plant would need...

"and we have valuable IP in knowing what a 10k plant would need to avoid failure"

Sorry mate, but what? How do you know this?

As far as I'm aware (and everyone else for that matter), they most certainly don't have the knowledge of what a 10k plant would need to avoid failure. Else, this would have been implemented long ago to the 2k. Had they gotten 2k running smoothly, like they told the market they could, and then putting into C&M until the lithium price recovers would actually be a legitimate excuse. The sell off would be fractional compared to what we're seeing now.

They had better tell us their gameplan in the next update. The lithium price could easily take another 5+ years to "recover", are they just going to sit there collecting their salaries while outsourcing the 10k engineering reports and call it a day?