Agreed ljc.
I just posted the spot in response to someone else’s request.
I’ve said on the few occasions I’ve posted them, that I don’t pay much attention to them and they represent sfa of actual supply.
You are right imo, the likes of Tesla won’t be chasing dog-spec product in the china spot market, they will be wanting a secure, long-term quality supply. I would love to see a big player like them eventually come to the party for a 50ktpa offtake from SDV.
I don’t expect that any time soon, but imo it is certainly possible as we progress and de-risk through initial production.
Big things on the horizon and the next 5 years will prove us right imo wrt GXY’s growth.
GL
GXY Price at posting:
$1.45 Sentiment: Buy Disclosure: Held
