Ann: Strategy Briefing Day, page-125

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SplitFusion

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21/11/19

14:10

Post #: 41556837
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Originally posted by GCar: ↑

But we were also 4.50 when we were even further away from SDV production etc bilulu.
IMO as sentiment shifts again and "all" lithium companies start to recover from the last 2 years of getting smashed, we will rise along with the crowd, regardless of SDV being over 2 years away from first revenue.
The MM will latch onto any sentiment shift to push it the other way - they will see it as a way of making more $$. Simple imo.
What we've seen on the way down is that the drop is not proportional to the progress or position of the business... the general direction, yes, but not the magnitude. IMO it will be the same the other way, and it'll be general sentiment that starts to shift it, not specifically our (GXYs) progress.

Just imo, we'll see...

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This opportunity was never about 2021 or 2022 it was about 2025 and beyond. It would have been nice to hear a "surprise" announcement but I am happy with
1. SDV up and running by 2022
2. No CR needed
3. Staged approach with lower costs
4. Whatever happens with Alita we win
5. Money in the bank to weather the storm
6. SDV Strategic partner still progressing.

We have a strategy! They will execute it and as far as I know that is what these guys were put in place to do.

The next 6 ot 12 months at some of our competitors will be a way different journey than what we have in front of us and I would much prefer what we have to look forward to than what they have to look forward to.

GXY Price at posting: 98.0¢ Sentiment: Buy Disclosure: Held
31 Upvote

4 Great analysis

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Ann: Strategy Briefing Day, page-125

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