Great interview. Key take-outs for me:
1. TP shovel ready EOY (engineering, finance, appeal)
2. DOE loan process takes 6-9 months. Up to 50-60% of capital cost, for up to 25 years.
3. CO production EOY
4. Long term LCE price $20-$30k/t
5. Rationale for separation is that US and Argentina are a) very different from a customer/investor/US national security perspective and b) very different from an operational perspective (technology, people etc). Seperation allows greater focus, greater value enhancement. A "Tale of Two Cities".
My confidence in the future of this company continues to grow.

Shout out to AXP - I love your work. I also cannot wait for the updated feasibility study - many positive changes to the flowsheet I expect.