Your summary is a positive for briners not a negative towards...

First 14599 Last

Share
Profile

Follow
NewLogic

594 Posts.

44

02/11/19

12:26

Post #: 41215341
Share

Originally posted by mickvp25: ↑

Uhhh go listen to it again.. You must have forgotten his statements. He clearly stated Livent cannot keep up with demand for hydroxide currently, and the order's they;re recieving are ridiculously large comparative to there capacity... He clearly stated brine operations cannot be upgraded quickly and to a capacity that will supply the future demand, due serious water issues = confirmation of research that has been floating around by the CEO of Livent himself. He also stated this problem will exist until new technology for extraction exists. How could you of not heard any of these quite clearly stated thing's in the podcast if you've listened to it??

Your memory must be failing you or you've listened to a podcast that wasn't at his house with him drinking cocktails spilling the beans, because that's clearly what he did in this podcast.

The industry has shut down production to increase spod prices via drying up supply chain, to get rid the overburden. Producers arnt going to work for NOTHING and why would they continue to flood the market whilst wasting valuable ore???. Think of it like a strike.. Your perspective is way off the mark.My opinion. DYOR.

Expand

Your summary is a positive for briners not a negative towards Gxy plans. As hard rock assets go sj is correct in asserting LTR is going to have to wait in line behind WES/SQM development of Earl Grey timing isn't right for LTR unfortunately and you will be waiting acouple years for an opportunistic producer looking to expand portfolio in the late 2020's

GXY Price at posting: 97.5¢ Sentiment: None Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

Plagues precede widespread power shifts. We’re living in one – and minerals are at the fore

SBW

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

RDN

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

AML

Cultural heritage agreement puts Walford Creek exploration back on the map

BRX

Belararox delineates another porphyry in Argentina at Tambo South

ASX Market Update: Shares fall flat as GYG soars on debut | 20 June, 2024

FHE

Frontier Energy achieves key milestone for Waroona energy project

STX

Strike Energy secures $153 million for Perth Basin gas projects

EMD

Emyria's Empax Centre chosen for mental health clinical trial