In my (bearish) humble opinion, I am not convinced, that Thacker Pass is important now. I mean it is important to create some FOMO pressure, but from a financial point of view, I would like to see a strong commitment that Cauchari-Olaroz will be online at the end of the year. That would be a catalyst to keep LAC away from $15/share for rest of our days.

Naturally a Thacker Pass deal with VW/F (do you copy Mr. Evans? that would be my preference) would catapulted LAC north of $40, but that would have only short term effect. Now we need a source of hard cash. Since Li2CO3 trades close $12/kg, it is about time to start producing....