Ann: Corporate Presentation - July 2019, page-245

Hey @asb83 great to have you back mate!
And very kind of you to come back and write for free out of the charitable goodness of your heart. lol
I was looking for your perspective on a possible take over of A40 and if you think they might be overpriced at the moment. Doing some figures today using Orocobre's Q2 report numbers they appear to be very overpriced, and only drawing a profit of $7 million for that quarter. I worked out that on a theoretical $630 per tonne for spodumene even the Q2 shipping of 30,000 tonnes for Galaxy would be more profitable because of the low cost of production.
You made an interesting comment about China having a 3 day stockpile of lithium supply and how that might bring a positive trend to the lithium price. What podcast did you hear that in? I'd like to have a listen.