GLN 2.17% 22.5¢ galan lithium limited

The 5x growth for Livent is in Argentina +20 Mt 2023/24+30 Mt...

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    The 5x growth for Livent is in Argentina

    +20 Mt 2023/24
    +30 Mt 2025
    both will use their existing hybrid DLE process
    +30 Mt 2029/30
    using conventional evaporation

    The third expansion looks like what GLN is doing. Maybe they wait until GLN gets the evaporation process finished and then take them over?

    Maybe they expect GLN will need until 2029

    Orocobre is probably a good example that it could take quite long to get the process right

    Not sure what GLN milestone would trigger a takeover
 
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