GXY (ASX) Banter and General Comments

Originally posted by regal: ↑

The conclusion is, people either get it or they don't.
People invest in lithium miners because the demand is growing exponentially.
Those that spend all their time concerned about a company's performance and don't own are either morons or attention seekers. Their purpose is to create fear, uncertainty and doubt.
Mining lithium require chemistry knowledge. The people with knowledge are tied to the companies they are working for. Only miners that have access to that knowledge can grow.
It cost alot to build and run a lithium mine.
The cost to run a converter is as much as running a lithium mine.

The oversupply is a myth because demand grow at a faster rate than supply.
Chemical producers require more minerals than they can use. They don't wait until they run out before ordering more.
Mineral producers are not flooding the market. They are trying to meet the orders that are place 3-5 years in advance.
Buyers are looking for lithium producers and not the other way round. Spot market are for people that don't have supply or produce rubbish.
Evs are not replacing ICEs. Evs are evolution of ICEs, horse power to engine, engine to a battery. Nothing more. From candles to light powered by a generator, generator to a battery.
Lithium batteries are the most clean and efficient form of energy storage currently.
Gxy SP was pushed down just before the bids for SDV was put in. Ganfeng took a percentage of Pls just after the SP was pushed down. Tianqi bought Sqm just after it fell. Its no coincidence.
The Cfo blocked the t/o of Rio. A t/o of gxy is not as simple as many think. Galaxy management is made up of very qualified lawyers. The judge in Argentina is respectable lawyer.
Multinational companies are investigating in the lithium chain. Its not because they are stupid.
Not all lithium batteries are equal. The impurities and chemistry determine the energy density it stores.
Market manipulators will continue to do so until they can't.
Those that try to compare lithium to other commodities are blowing smoke out their backside.
Many years ago pig iron from china was going to replace iron ore. Absolute rubbish.
Iran oil was going to flood the world, problem was iran's oil is only good for industrial use.
The story is no different to china having abundance when they are trying to secure lithium supply from all over the world.

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"The conclusion is, people either get it or they don't." Not even Bobby Fisher used that as an opening move...

LOL @regal for your ratio of post to good analysis is about what you'll need to win tipping competition in July. Good luck to you. I could shoot so many holes in this post of yours but than I'd lose some sleep doing so. Know I've done my research and I keep doing research and I am humbled at how little I know of what drives the lithium market what the future holds. Hence I'll leave this quote of yours for you to reconsider:
"The oversupply is a myth because demand grow at a faster rate than supply." (error-error lithium bear lithium bull)
TD