Let's just keep it simple.
Everyone is nutting out that Galaxy doesn't have a deal yet they are still talking with various parties either brought to them via JP Morgan or directly.
It was for me always likely they would go Sal De Vida alone, they can do it and if they require a converter they can probably pick one up with the coins in the bank.
Joe wise... He has always been a friend to me and I will continue to be a friend to him. I look forward to when he visits me next month. We have had our moments (though it's no one's business) having thoughts on various companies yet we have always remained dignified and open to a rational argument.
It seems to me that because he doesn't sing the songs of sixpence for some people here that he is open for a lynch attack.
What some people need to remember is that this guy knows his shizzlez, but with that said he is open to a different perspective. So why don't you show it?
For me, I have been critical of some company aspects for a while... And so have most of you. Is that new?
But then when Joe talks about it.. battle stations... Let's tar and feather him. (Saying that not for the racist connotations but more the ignorance that carries with it)
I am good with him not liking how the company has performed. What's wrong with that? You mob and even the downrampers have been singing in unison.
The funny thing is... None of you know who AC is yet you all worship the ground he works upon. It could be me but funny.. what if it was Joe and you're throwing sticks and Molotov cocktails at him.
The potential irony is funny.
Straight up, he tells me he isn't on here, but he knew that I was going away for the Easter break and probably kept an eye on you mob.
I haven't even checked what happened Thursday but here is my ever so humble take.
We knew as I said that it was likely that Galaxy wouldn't proceed with a JV.
Now they have told us they are still talking with parties that will perhaps end up as offtakers. (y'know because lithium demand and all that)
They have managed their shipments to work with their customers.
Though, we have seen them visiting a converter which brings vertical integration so perhaps there is something tied to that which requires a few boxes checked before you and I see them.
Though beyond that... The share price went down and has been going down.
If it keeps going down then so be it because it will open more doors of opportunity.
But...
AGM wise I have voted against the remuneration report. I am not suggesting others do so, but for me, I'd like to focus on the lack of communication that has been coming forth and the secrecy as
@Darkstone pointed out in his post.
You deserve more GA lightbulbs than you got.
Happy Easter everyone.
