My crystal ball shows the following headlines.
- Mt C cash flow is normal as pepayments have been made on stockpiled spondumene
- Price received for lithium has decreased by 20% on previous quarter but recovery rates and quality have improved.
- Mt C not shipping lithium recently due to the delay in upgrading of the production lines of its 2 biggest customers to meet li quality for the new Chinese 400km subsidy level
- Lithium price has softened but due to 5 year contracts MC still has same profit margin
- Finer details about partnership or progress with SDV is expected soon.
- Mt C is still highly profitable
- GXY share price starts to burn the shorts
- Brokers keep GXY guidance the same with a couple changing to buy.
- GXY hires asb23 as marketing director
Banter and General Comments, page-5504
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