Thought this thread was more appropriate. Can we limit the...

Thought this thread was more appropriate. Can we limit the amount of new threads.
If galaxy has under 5% of taw, its a clever strategic move, let you work out why. A t/o of taw over building sdv? Management was right to ignore commenting on the article. The article was a pump and dump exercise.
The optimization circuit should now be completed, the stated cost was $20mil. Yayy. Until other miners can produce physical regular deliveries, they are blowing hot air.
Kwinana hydroxide plant is Tianqi/Alb, located in WA, nothing to do with Australia lithium miners. Overseas owners.
Sqm has invested over $100mil in kdr. A legal issue over $100k is trivial. Sqm will push for the development in WA, the expansion in Chile by 3 times will not be met. Considering increase of land required, brine/ pump, royalty, water rights etc. The oversupply story was fabricated. Sqm has now decided there will be no oversupply. MS helped Tianqi in the capital raise to buy part of sqm. The connections are obvious to benefit those involved.
Commissioned in june, after three months pls have produced 5000t but HC talks of reaching 300kt run rate in the next three months. Ajm is in the same positon. Talk about overly excited. The banks recommendations will result in their strategy of pump and dump. The income is spod price minus operating cost, debt interest and prepayment. The two companies have contract for spod, nothing to do with the price of carbonate/ hydroxide. The payback is 2-3 years. Shareholders need to be aware.
The forecast of the miners can be believed when they prove it, until then.... yawn.
The customers of galaxy have changed their chemical composition to match the spod coming out of Mt Caitlin. Changing is not a simple process. The price set by AT must be fair but reflect the increased in demand. For any customers to walk away would be suicidal and political damaging on their part in the world of business, especially when demand is tight.
Short sellers will continue to manipulate and protect their positions, the demand for LCE will continue to rìse. The aim of SDV and JB is to move down stream, at least one step further than spod. The profit will outperform any OZ spod producers. If production begin in 2020, the margin will be more than make up for the time.
Sdv ponds must be lined, giant fish ponds. The ponds are easily built, the lining must be made. Developments at site have already begun and tested. The ponds will be filled for evaporation first. By the time the processing plant is built the salt will be sitting bored waiting. Management is confident, since they have been producing on a small scale already.
As for demand, VW alone requires more than the current LCE world supply. Don't underestimate the US or D.Trump's resolve, the trade tariff has gain $140bil net in America's favor. The technology in china is designed overseas. The vast engineers in china are Europe and north American expats. Try having freedom of speach in China, you will realize the country of imitation. The home of lithium began in the US.
The lucky ones will get to sign up to SDV and JB. If the JB video is genuine, its very far advanced in planing. If softbank is part of the sign up, its lights out of those shorting. If the high tech companies are in the chain, traditional autos will be praying. EVs are computers on wheels. MtC can fund sdv and jb, partners are only to move the projects forward. The banks will choke on their low forecast of galaxy earnings to price ratio.