Thanks @horizon3 - yes, you're spot on. I went back and skimmed through the DFS stage 1 webinar (July 2023) and JP said there "plan A is to export" and that plan B was "to put that within Argentina" (23 min mark).
The thing I'd observe is that this is very much the narrative provided in the webinars... but an investor cheifly following the materials released to market would likely arrive at the opposite view. When you read the DFS's for both stages, neither make any mention of the word 'export' and both are very clear the sales strategy is to supply in-country to the 10 unnamed projects they reference. Naturally the logistics of exporting the product may change the economics (mostly around transport costs) so I wonder if export really is plan A, then if/when the license is received, they'll be issuing any updated/amended studies to explain how they see this working.
- Forums
- ASX - By Stock
- GLN
- General Discussion Banter GLN
General Discussion Banter GLN, page-14998
-
-
- There are more pages in this discussion • 647 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
KAI
Pilbara Minerals buys land off Kairos part of its York gold project for $20M – and a 2% royalty on any PLS gold sales
MND
Albemarle lithium downsize burns $200M hole in Monadelphous's pocket as latter's contracts terminated
Add GLN (ASX) to my watchlist
(20min delay)
|
|||||
Last
13.0¢ |
Change
-0.010(7.14%) |
Mkt cap ! $63.56M |
Open | High | Low | Value | Volume |
13.0¢ | 13.3¢ | 12.5¢ | $219.0K | 1.686M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 112462 | 13.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
13.5¢ | 218133 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 112462 | 0.130 |
14 | 587385 | 0.125 |
9 | 391999 | 0.120 |
4 | 84824 | 0.115 |
8 | 454554 | 0.110 |
Price($) | Vol. | No. |
---|---|---|
0.135 | 218133 | 4 |
0.140 | 262800 | 4 |
0.145 | 238231 | 3 |
0.150 | 230415 | 7 |
0.155 | 132194 | 4 |
Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
Featured News
MND
Albemarle lithium downsize burns $200M hole in Monadelphous's pocket as latter's contracts terminated
AVH
Avita boosts skin restoration product portfolio with 'dermal matrix' – a kind of next-level gauze made of fake skin
GLN (ASX) Chart |