Running discussion on SP, page-67901

My thoughts also Wombat..

It would be a huge result if we have negotiated a better deal with CATH, considering the JV deal was done at a much lower SP, and now both parties are entitled to walk away (I believe) due to the terms of the original agreement not being met (ML awarded in original time line etc) we should have some leverage there, and hopefully another party willing to offer more. Still want to retain JV with CATH, just a better deal $$.

IF a better deal with CATH was announced, with the ML, confirmation of at least 1 battery plant, and a jaw dropping BFS all with a few weeks..

The SP will go FN KABOOM !!!