Hey Guys, long term holder & across most of the details however last month or so been a little out of the loop & wondering if some of you had answers for these questions;
1) Medium term Li price - Joe Lowry & I believe others always pointed to a long term floor to the Li price of $20k, as this was the price required by Chinese producers to break even. However I have recently read this is more like $13-$14k. Anyone with insights on this?
2) Lithium product - recently read on this thread something about GLNs Li product version, & an inference this is not what China or other large battery manufacturers were wanting to source. Anyone with insights on this?
3) GLN phases & ponds - can someone remind me how many ponds equates to phase 1 (Mar-25) & phase 2? Is it 3 ponds for phase 1?
Ann: Filling of HMW Pond 2 Commences, page-53
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