Sorry guys HC lost my commentary on the twitter post above: bullish tone by TG in response to Hoopz’s chart of reserves. Not expecting DFS until end March, likely into April to allow for ANN drafting. Interesting few weeks ahead.
Key short-term risk IMO becomes the offtake: which of the domestic converters are in a position to pay for and process the LiCl within GLN’s funding timeframe. Funding not as easy to get these days but the general trend of Lithium contracts (ignoring the spot price shenanigans) is in the right direction so that bodes well.
GLTAH DYOR
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| No. | Vol. | Price($) |
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