Australia's largest stock trading and investment forum Australia's #1 stock forum

GXY galaxy resources limited

0.00%

$5.28

Banter and General Comments, page-2552

First 2552 Last

Share
Profile

Follow
Subs

4,845 Posts.

1558

03/01/19

15:41

Post #: 37015549
Share

Originally posted by RBradley1980 ↑

The main issue I have with this analysis is that PLS and GXY seem to have different strategies. PLS is bullish hardrock lithium and GXY is bullish lithium brines, the competitive differences between the two has come under sharp scrutiny recently as margins have tightened. PLS main competitive advantage will be the ability to ramp up and down production to meet supply, the other factor I like is PLS is investing in Australia with comparatively low political and regulatory risk.

This is why I hold three times as much PLS as GXY and will maintain this ratio as the lithium price recovers throughout 2019

Expand

Er… Mt Cattlin is Hard Rock...

James Bay is Hard Rock (Serious Hard Rock)

Sal De Vida is Brine.

Both worlds. No need to pick a side when your have the best of both.

GXY Price at posting: $2.23 Sentiment: Buy Disclosure: Held
13 Upvote

0 Great analysis

Reply

Top Stories

AII

A new NASDAQ listing for a key player in the global critical minerals space

Week 29 Wrap: ASX hits new all time high of 8,766pts ahead of Aug 1

SER

Strategic Energy extends its QLD copper-gold frontier with Diamantina acquisition

PSC

Prospect's Mumbezhi Project puts it at the middle of copper's megatrend. And FQM just bought in

SYR

Syrah jumps +19% as graphite tariff threat spurs optimism down under

DRO

History repeats for DroneShield investors but carnage so far subdued

BDM

Burgundy plunges -20% after turning to layoffs to navigate record-low diamond prices

HotCopper Highlights: Trigg; Droneshield; Lumos & more

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

STN

Saturn brings up seventh straight Apollo Hill upgrade on 'impressive' 300-hole drill run

First 2552 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Banter and General Comments, page-2552

Top Stories

A new NASDAQ listing for a key player in the global critical minerals space

Week 29 Wrap: ASX hits new all time high of 8,766pts ahead of Aug 1

Strategic Energy extends its QLD copper-gold frontier with Diamantina acquisition

Prospect's Mumbezhi Project puts it at the middle of copper's megatrend. And FQM just bought in

Syrah jumps +19% as graphite tariff threat spurs optimism down under

History repeats for DroneShield investors but carnage so far subdued

Burgundy plunges -20% after turning to layoffs to navigate record-low diamond prices

HotCopper Highlights: Trigg; Droneshield; Lumos & more

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

Saturn brings up seventh straight Apollo Hill upgrade on 'impressive' 300-hole drill run

Featured News