It's a fact that the management screwed up on financing and they...

It's a fact that the management screwed up on financing and they are constantly running short of cash. But I'm a buyer at this level (IMHO, DYOR) simply because it's so bloody cheap at this price. Taking cues from LEL's announcement (which sold its Solaroz for USD22/ton LCE resources), simplistically if I apply USD40/ton to its LCE resources (hey, GLN does have better resources and more advanced in terms of permitting etc), GLN should at least fetch USD320m market cap in case of a fire sale. GLN doesn't have debt, no worry about claim against its core asset (the brine!) so worst case is we stop operation and do a fire sale. Did I make any sense?