Banter and General Comments, page-19571

This is getting funny now.
Borderline ridiculous imo.

Re "LCE comparisons" & "explain it again"? They read it the first time. Refute it if you can.

Re Simon Moores and co - they have demonstrated that they have a firm understanding and appreciation of the Lithium landscape, technology etc, afaict and imo, frequently and clearly providing the basis for their views and forecasts - a basis of facts, data etc of the evolving market, production, costs, tech, etc.
Refute them if you like, but you'd better do the detailed work and analysis first.

Re potential - perhaps listen to Tony Seba rather than asb or colinchi.
Potential is based on unfolding trajectories of tech, cost and disruptive-growth driven demand. Combine that with the harsh realities of getting new mining projects developed (or specialty chemical processing operations, in the case of Li brine) and you have the supply shortfall that we will see unfold and worsen in the next few years.
Refute them if you can. Good luck.

Re "sell it at a loss regularly" -
LOL
You know as well as anybody that the past couple of years were a crappy and temporary lull mainly caused by a surge in supply response to the growing demand. Now you act as though GXY is more than happy to hand out product below cost, "regularly".
Many others here have provided detail on the significant issues/cost/risk associated with your "better ideas" of either C&M or refusing customers/contracts and stockpiling for "better days". You've read it. Refute it if you can.

Re "how long can the company sustain that?" - How long does it HAVE TO sustain that? THAT is the real question. Looks like it's over already btw, or will be shortly at least.
Do you refute the upcoming supply shortfall and impact on pricing? If so, how so?
If the industry has ANY chance of supplying ANYWHERE NEAR the projected 200ktpa of additional LCE required EACH year by around 2025, WHERE is it going to come from...? Who? Where? When?
A NEW circa 35ktpa LCE operation/supply online every 2 months? Yeah Nah.


You're starting to sound like asb now, clutching at FUD all over the shop.
A real shotgun approach with FUD topics galore but evidence lacking, in what appears to be strange attack on the company now that you're "in cash"; perhaps a twisted way to make yourself feel better about selling down....?

I guess you're just "analysing the company" as you said...?
WOW