I think with the DFS mr market will still be in a daze until there is a binding off-take which I am sure it will come quite soon after the DFS.
I am quite sure our management have been proactive to approach those 7 converters which DJ mention in the recent Podcast with JL. 20ktpa-30ktpa LCE equivalent of LiCl should be good with maybe 70% of trailing mechanism from LCE prices? (today's SPOT LCE prices RMB 284500/USD 41,250)
DJ did mention LiCl of 33.3% which was done before between SQM and GF 15 years ago.
GanFeng's Mariana project will be building a 20ktpa of raw lithium (Lithium Chloride). I think GF will lead the way to export the Lithium Chloride.
GLTAH. DYOR. AIMHO.
General Discussion Banter GLN, page-11383
-
- There are more pages in this discussion • 4,062 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add GLN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
16.8¢ |
Change
-0.003(1.47%) |
Mkt cap ! $78.20M | |||
| Open | High | Low | Value | Volume |
| 17.0¢ | 17.0¢ | 16.5¢ | $101.1K | 610.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 184109 | 16.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 17.0¢ | 580340 | 32 |
View Market Depth
| Last trade - 12.47pm 01/07/2024 (20 minute delay) ? |
| GLN (ASX) Chart |