General Discussion Banter GLN, page-12100

interesting interview with DJ - not specifically about GLN. at the end (36:38) he gives his views regarding attractive investments/companies in this space. he argues: don't look at the resource as such - look at the technical team ("don't look at the directors!") and the know-how - whether they can bring it to production, despite potential challenges and surprises. he also highlights that current brine-related know-how sits in Chile (hard rock in Oz and processing in China). he indicates that many promising projects might fail (due to lack of know-how). he also highlights time to market ("speed of execution") is absolutely key - over the "next 8-10 years". then recycling could kick in. so the fat years are the next 8-10 years.

so it underlines again that GLN (with JP) should really focus on the fastest path to production - to benefit from these fat years ahead.