GXY is making very smart moves mate.
They sold half of Sal de Vida Project in Argentina to Posco at a very good price (US$280m ~AU$400m). They will most probably sell the other half and pull out from brine business. Also they will most probably sell their James Bay Lithium Project in Canada. These are big value projects. GXY can get over AU$500m from these projects. So they have a great position in the market.
However other guys; Tianqi, Albemarle, Livent, FMG, maybe RIO will come to the party, are very big. Much bigger than GXY.
We will see what's going to happen. Very exciting indeed.
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