General Discussion Banter GLN, page-11383

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.