I just finished listening to this episode. It covered a lot more about argentina and its place in the lithium world, then LAC specifically, but still worth a listen:
https://open.spotify.com/episode/1FLH0zABLvvXvIDAYxyEr1?si=L3P85owZTtmfcg6OTavJvg
A few quick takeaways:
- First production in June, and in only 1.5 months we are very close to technical grade.
- The split will create shareholder value by: Clear cash flow project to compare to other producers
- Argentina is in an election and there are 4 top candidates, all are pro capital markets and pro lithium
- Talking about if Argentina should create batteries or just supply lithium (mentioned battery production is high Capex/low margin, looks good for politicians to talk about bit n9t something they would like to see)
- There are plans to go back to c-o bringing new exploration techniques and idea, going back to first principles (AI, geophysical techniques)
- Maped pastos grandes, looking to defined potential new reservoirs
- Excited at new growth potential in cauchari, and other places in Argentina
- Cauchari, is the largest 43-101 complient resource in the world
- Very low employee turnover in the company
- 5-year vision for Lithium Argentina: path to 100,000 tons (could be in Argentina or outside of argentina)
Cheers (keep the faith!),
ELithX