General Discussion Banter GLN, page-13937

So at what lithium price does GLN remain profitable? According to our DFS Stage 2, is it $7,000 or more (Li carbonate price)? Or do I get it wrong. Anybody knows where CXO, or PLS, LTR etc are on this curve?

I know JP said in the recent media piece on ARG that Li prices, basically cannot drop below our AISC levels (because then nobody would produce any Li anymore in the world). But still - wondering what dropping Li prices mean for GLN.

“To put it bluntly, if lithium brine does not get into production because of lithium prices, then there is simply no lithium supply – that means no batteries for EVs, of which sales continue to grow strongly.”

https://unauthorised investment advice/resources/lithium-heavyweights-are-helping-lift-argentinas-drive-towards-worlds-clean-energy-transition/



"The lithium carbonate equivalent (LCE), All-In Sustaining Cost (AISC) curve is based on the Q1, 2023 forecast
prepared by Wood Mackenzie. The AISC includes the cash operating cost for lithium chloride concentrate in this report and the estimated
conversion costs to Li2CO3, including the impact of sustaining Capex, royalties and selling costs."