WebinarWell presented webinar. Much clearer understanding of the strategy going forward. The restart of the Johnson camp pits and conventional leach has to be worth $1/share (125mlbs x $2/lb margin). Gunnison ramped up worth $5/share (NPV of $1bn). Catalysts for me are i) Integrated study with pit restart ii) extending/ refinancing debt iii) pit restart and positive cashflow in 2022. In respect of Gunnison Excelsior can solve the flowrate but constrained on evaporation capacity. Raffinate treatment will solve flowrate for the whole wellfield. No mention (yet) of ramping up PLS grade and flow rate to design levels on the "calcite mined" 5-spot. Once Excelsior can demonstrate sustained flowrates on acid leaching and PLS grade reaching design on the calcite mined 5-spots this will fly. Keep fighting and look forward to more webinar updates...