You cheered too much Whisky. You still don't get what the retail shareholders' main concern! Spike's "carbonate processing" is referring to the half built carbonate plant in NAL, it has nothing to do with MOBLAN.
"There was nothing in the strategic review that said we won't be proceeding with...."
The strategic review lacks detailed plan and timeline for the carbonate plant in NAL. From the OTA with PLL, we know that if carbonate plant is up and running, the $900 CAP is gone. The lithium concentration business and carbonate processing plant in NAL are intercorrelated and dependent on each other. Unfortunately the strategic review subjectively separate them and call them pillars. This pillars policy ignored the link between NAL carbonate plant and unfair sales conditions in OTA. The five pillars concepts sound stupid and beneficial to PLL. That is why it was not acceptable to shareholders.
"at the moment priority is the NAL concentrator"
NAL concentrator is Guy's priority, BOD's priority is carbonate plant in NAL, tell us shareholders what happed to the two months old tradeoff analysis, give us a plan and strategy with timeline.
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