Not a bad idea to try to monetize Ewoyaa, but I'm with Aussie -...

Not a bad idea to try to monetize Ewoyaa, but I'm with Aussie - it's the best near-term producing asset in PLL's portfolio, and why sell the family silver at the worst possible time? Would honestly be well worth a debt/equity deal to get Ewoyaa into production (likely wouldn't need that much equity unless PLL really runs down its cash balances with NAL; could do US $70M debt, $30M remaining cash, $10M equity raise). Also doubtful that they could get US $80M+ for 22.5% when they're selling the capex back to Atlantic/MIIF, as it makes the real price tag for those two closer to $200M. If anything, they'd be more likely to agree to an extended timeline for PLL to come up with the funds. (And then what does PLL do with that $80M - blow it all on keeping NAL afloat? Wait for Carolina to come online in 2030? $80M is a drop in the bucket for the capex that project needs...)

Let's see how the Ewoyaa offtake shopping goes for Atlantic and Piedmont; they're selling the same thing, so I can't imagine that one would be successful and not the other. Of course, Atlantic needs less $...