"they gloss over the fact that Galaxy wants to produce non battery spod
from brine....when the EV market wants battery grade spod from hard rock"
Let's not gloss over it then Colin, and stick with some facts hey?GXY will target primary grade initially
This will require less capital
The initial focus is on execution of early stages -simpler and easier commissioning
GXY will be able to readily sell primary carbonate product
GXY knows the customers-have shown them assays and samples
They (customers) an convert to BG easily and cheaply
Testing to date has shown BG can be made readily to strict specification
This is about de-risking, managing capital expenditure, realising revenue sooner, and maintaining maximum project ownership.
It's not Simon's first rodeo.
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