Not cross promoting. How come Agy can get moving with 10m$ and...

Not cross promoting. How come Agy can get moving with 10m$ and GXY are still drill testing? Thought they worked out cost and resource already. They bought a fleet of vehicles, constructed accommodation, and test facilities. We have pictures of dirt squares and a drill rig. Its been nearly a year since the YOP began, the converters have been upgrading nearly a year. Why then are the shipments not going out? They were taking 15kt every three weeks. We found out about upgrades on HC. All the strategic talk has done nothing. The last 12 months Tony has achieved bugger all. Talk of downstream was two years ago. Why did the company buy A40? Nothing makes any sense.
If MRL over produce, AlB will leave. Ajm and pls will struggle. Gangfeng who is also a partner with MRL will be up the creek. AlB and Tianqi will make a loss building greenbushes. The auto makers can't sell ICEs and can't get batteries, there're no chemicals. Wes/ SQM stuffed at KDR. There's talk of oversupply and posco/ samsung can't get chemicals. They have to build a converter. Tesla is worried about not getting enough chemicals.

A large portion of auto makers profit comes from china. They have to make EVs or the chinese will. Ice sales are falling 8%/ year. They don't have ten years and people don't like to walk. Cost parity is two years away. Electricity is 1/10 the cost of fuel, a home charger is 1k$ to install. 2-3k$ solar system provide a home with power.

The company need to make a statement addressing where it is in the value chain. Galaxy can do a buyback and watch others go out of business without producing anything. Gxy can stop the shorting but doesn't.
Can't sell ICEs when EV share riding is already here. Auto pilot is not new, its been in testing for years. The computer have been copying advanced drivers behavior and actions in real world, in different parts of the world (look it up). The computer is already better than human drivers. Tony Seba predictions are already here.
Coal power is now more expensive to operate then connecting batteries to wind farms.