Galaxy game changer, page-63

A lot to like about GXY at the moment.
Looking to see them develop and expand on A40 strategic partnership. Strategically I think they need more exposure to A40 for this to make sense, but am expecting A40 will need another placement in 6 months.
Global EV announcements are building momentum and GXY has the cash to hold out for a generous free carry in SDV. Perhaps with an experienced brine player.
MtC cost of production has dropped remarkably. Efficiency up.
Realistically there was nothing BOD could have said through announcements to counter the industry wide shorts. They kept their head down and have made some smart and tough moves. Looking quite bullet proof. Hopefully they stick to the strategy - am not interested in them becoming an ETF of sorts.
DYOR