GXY 0.00% $5.28 galaxy resources limited

Ann: 2019 Half Year Results Presentation, page-108

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    This one graph explains why spod prices and inventory at converters are the way they are

    Ramp up has been built based on growth in green bars. For things to change those red bars need to start climbing higher. My guesstimate is August will be similar to July. Can things start turning around in Sept and Oct? Fates of many companies in debt need that answer to be yes.

    https://hotcopper.com.au/data/attachments/1708/1708398-b96e5f72d8d50568b2b1c4cca89ef412.jpg

 
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