One reason Gxy is appealing:
MC - for China
JB - for North Amercia
SDV - for the rest of the world
GXY's assets are dispersed. Even if trade between the US and China would turn less favorable, Gxy has levers to maneuver the ship.
VW is paying for its polluting/lying sins by the billions in the US, Canada, and now another class action in the UK. Combined Settlements seems to be enough to buy 20 Galaxy Resources'es at current mcap! And possibly there will be more class actions wherever the cheeky VW, Audi cars were sold.
Oh, if they'd only produce EV's going forward. They can redeem their moral reputation. They can please the pollies. They can please their customers. They can avoid lawyers' billion dollar fees. Finally they can please Galaxy investors.