Nice post regal..... When did MS and UBS buy into GXY? Did i...

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Kaeho

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20/02/19

12:27

Post #: 37499151
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Originally posted by regal ↑

The banks are in together to take retailer's shares. Just as they have to manipulate other markets.
UBS and MS put out the oversupply story and shorted gxy but are now shareholders.
Deloitte put out a low EV demand report but left out Tesla numbers. When their quoted source of information questioned the report, there was no reply.

Lets look at some numbers.
A40 contract is $680-980/t. All in cost $1100.

AJM and PLS have produced the same.
Ajm MC $236mil. Non chinese . Mcbank value $350mil.
Pls MC $1.16bil. Chinese owner.Mcbank value $2bil.
Pls will not not reach 300kt spod in 2019 and only with an optimization circuit. Read the report. Cost for this is $30mil plus.
Pls must sign a deal with posco in feb to go downstream. They gave ganfeng 6% for $20mil cash. Where will the cash to go downstream and yop come from?
Tianqi and ALB have taken 2years and still building their hydroxide plant.
Min, chinese owner sp $17. MS value $21. They announced building a spod concentrate end of 2018. This will take two years to complete. A hydroxide plant will take another 3 years. 5years altogether.

Posco enter the lithium market, SP fall same as other lithium co. Even though their profit went up 10%.
Tianqi and Ganfeng SP up. Non chinese owned are down. Coincidence?
JL have attacked Sqm, ALB, FMC (livent). Pro ganfeng and Tianqi. Who is he working for?
GLN has $2mil in the bank.
GXY last had $40mil in the bank.
sdv aim 25kt at current $14kt. Cost $3140/t. 14-3140=10860×25k= $271.5mil us net profit/ year in three years. MC $563mil us. Non chinese owned. Not including a producing mine(mtC). Who has this?

Tesla produce more than BYD. Korean and Japanese battery makers produce more than chinese makers.
Posco produce cathodes and anodes. A chemical supply of their own and from miners like Gxy completes the cycle. Its a threat to Xi. His aim is to control the auto industry. The children must log onto Xi's app each day and be like him ( look it up). Did Xi send salta judge a red envelope for the flamingo new year? We'll never know.
Mt C doesn't need to make a profit. It just need to break even. The customers don't need to be chinese. If LPD is viable, gxy will not require outside funding. The SP is the only thing they can attack.
The korean and Japanese will not let gxy go to china for a song.

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Nice post regal..... When did MS and UBS buy into GXY? Did i miss something?

GXY Price at posting: $1.97 Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

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