Buddy, I'm afraid it's not that simple ('just follow the cycle'). The word on the street (if you check other threads such as LTR) is that the CPP in China is really messing things up, particularly for early-stage projects and developers. It's not fair competition—with subsidised lepidolite and all. And your 'cycle' is connected to that. We need to consider the bigger picture...and this is largely outside the control of GLN, which is the concerning part. I'm hopeful about that ominous 'second country' GLN has received offers from for offtake.
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