A lot will be riding on whether or not the company will be able to refinance debt and if shipments are around 50k per quarter to stay cash flow positive. I think we will need positive announcements on both items in the next couple of quarters. An announcement for Stage 2 expansión, which could bring the desired refinancing, would also help. Finally, we need a more positive sentiment about the lithium sector, which will require more demand than supply and a resolution of the ongoing tariff war.
The next 1-2 years will be interesting to say the least...
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