GLN 2.86% 17.0¢ galan lithium limited

I don't have any concerns with JP\s ability, the quality of the...

  1. 5,904 Posts.
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    I don't have any concerns with JP\s ability, the quality of the resource, nor GLN's technical and marketing capabilities.
    Greenbushes is still an unknown but I see that as icing on the cake.

    I have two main concerns...
    1. Argentina turning politically feral and wanting a bigger slice of the cake, corrupt officials extorting payments, and/or wanting to nationalize natural resources. Or, at least putting the brakes on projects while they argue the toss.
    2. The whole climate change zeitgeist and electrification program losing steam. Anthropogenic climate change is based on a lot of BS, and when economies around the world start suffering (big time) those who have been successfully shouted down by the zealots may find a voice. The backlash could be savage. There are many humiliated and disenfranchised credible scientists just waiting until they are allowed back on the lectern.

    Not enough of a concern to sell down, but they are the two MAIN risks.

    IMO
 
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