General Discussion Banter GLN, page-13840

Galan’s AISC for phase 2 is $7,500 LCE. That is cheaper than any of these WA projects being sold for billions. Plus they will be way quicker into production. It will be a lowest quartile producer, with the potential to scale massively.

Glencore DD just a formality as project already permitted and in construction. When Glencore formalises its pre-payment agreement around six weeks from now, the project will be completely de-risked. The penny will finally drop with the market and this stock will quickly trade where Lake used to trade, ie plus $1bn market cap. It will be less than 16 months from production with Pond One already fully charged with brine.