Anthony Tse - Lithium Investing Outlook, page-99

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Thesi

8,745 Posts.

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25/05/17

08:13

Post #: 24897969
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Originally posted by M92 ↑

Excellent insight and post @Thesi.

A deal with FMC or a similar peer in the industry is a win-win in my opinion. It would certainly mitigate my biggest worry about SdV, which is the time required to reach full scale production. It would be quite a while away and I fear it would slow down the great momentum GXY has if we take too long to go from Mt Cattlin + James Bay to SdV.

A profit sharing or JV arrangement seems most likely in such scenario (if a deal with FMC went through). I emphasise 'most likely' because it seems the most obvious option.

I'm leaning towards the outcome that a grander deal is in the works seeing as negotiations for SdV have been ongoing since Q3 2016. It will almost be one year to finalise/come to a decision if the board make a decision in the next three months. Feels a little like the time just before the record pricing announcement. I'm looking forward to what the board can achieve here.

M92

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I am guessing information like the below will help investment along once buyers realize they can't make the money they would like to without Elon Musk's "Salt on the Salad"

I don't think the market would be satisfied easily as it would gobble up supply as quickly as it comes online.

It's a great time for energy storage investment.

@HectorSalamanca I am a big fan of Breaking Bad. It was great to see you up and walking around in Better Call Saul.

Last edited by Thesi: 25/05/17

GXY Price at posting: 0.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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