Thank@HOOPZ! Your information is extremely helpful! It's crucial to comprehend GLN's position on the industry-wide opex curve and at what lithium price GLN remains profitable.
I also came across a post by "Mr. Lithium 2.0" on X regarding opex in the industry. If GLN's spodumene concentrate equivalent opex is US$ 391-469, as per your calculations above, we find ourselves in excellent company alongside PLS and LTR. LTR boasts a resource size similar to GLN but has a market cap 16 times higher. A 16X difference can't be solely explained by jurisdiction, can it?
General Discussion Banter GLN, page-13947
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Last
13.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $93.95M | |||
| Open | High | Low | Value | Volume |
| 12.5¢ | 13.0¢ | 12.5¢ | $914.5K | 7.297M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 713831 | 12.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 13.0¢ | 2316813 | 12 |
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| Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
| GLN (ASX) Chart |