For those that are interested, I have updated my lithium resource comparison with the following changes:
1) Updated GL1 for additional Manna acquisition (they now own 100% of that resource; previously 80%).
2) Updated PLL to reflect partial ownership of A11 and SYA resources. This includes the 14.3% shareholding of SYA, plus 25% ownership of NAL, and 50% ownership of A11 (less 5% government free carried interest). However, this excludes the SYA NAL life of mine offtake agreement so arguably PLL control more LCE than is reflected in this table.
3) Updated ASN to reflect their resource upgrade released last week. They now have over 1 Mt of LCE (a 24% increase). Though the average grade has dropped from 187 mg/l to 124 mg/l.
GLN is highlighted in green, updates mentioned above are highlight in yellow, and I have highlighted some similar sized market caps to Galan in blue.
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