my response to the various comments above since my last post:...

my response to the various comments above since my last post:

conference call was around april 5th. you can access the url link to the recording from the ore announcement or from their website. let me knownif having probs and i can help find it again.

good reminder moneyforme about the inevitable and universal delays in construction, commissioning, rampup and ultimately hitting nameplate. LAC / SQM brine project is not immune.

barnacles your comments about huge glut of conversion facilities are vague in details and so im not sure im going to take them as gospel, but even then they need the feedstoxk from an explosion in supply lf hard rock spod and lower grade brine lithium which is not going to ramp up as quickly as you seem to think on a global basis, imho.

regarding the comment on the 900t inventory, i think this just provides a cushion for sales volumes over the next 1-2 quarters in case supply is weak and yet demand at high prices is strong, so while they are waiting for output to pick up they still have some stock on the shelf that they can move so they dont miss out on sales.

the small reduction in output by say 10% may result i. slightly higher contract pricing over h2 than would have otherwise been the case so the effect on the bottom line may be offset at least a little by this.