The fundamentals continue to look good, especially
the price of lithium. Some fundamental questions have
already been answered by recent press releases, such
as the status of the POSCO arrangement and coninued
development of the Calix pilot project.
But we could use some answers to fundamental questions
at the upcoming quarterly presentation. Where exactly does
the company now stand with the multiple production issues
such as workforce hires. Are they in a position to now provide us with
a reliable forecast of quarterly production and BMX sales.
Hopefully much of the quarterly discussions will center on
production because so many of the current uncertainties relate
to that issue.
The solid earnings we expect to have earned in the 1st quarter would
be greatly enhanced if we have a BMX sale just prior to release of
the quarterly.
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