Haha, you beat me to the punch addressing the warrants. My info might be a little dated given the 8/8 news. In any case I agree that AN's future is in the cards one way or another. 

The math does line up pretty neatly on Pastos Grandes, doesn't it. I wouldn't see a deal that would see the whole PG project go to Ganfeng, but certainly meaningful dilution of LAC's overall Cauchari, PG, Arena interests would make sense. 

Or, do they apply their $400+ million warchest toward a select share buyback? Amazing what a DOE loan might allow you to do.