Hidden Gems webinar is just finished.
Few points:
1. High grade, low cost, lower than Greenbushes'!
2. Optimise capex and opex to reduce.
3. Potential resource upsize.
4. Greenbushes South project exploration.
5. Informal discussions about offtakes and partnership, led by former Sociedad Quimica y Minera de Chile’s (SQM) vice president of sales Daniel Jiménez Schuster.
6. Thematica invested ~$6m in GLN (confirmed my estimated their average cost of ~45c/share).
7. China's largest lithium compound producer, Ganfeng is also a substantial holder of GLN.
8. It's a marathon.
ALL IMO, DYOR.
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