Will post here because its center of discussion. @Thesi, you're...

Will post here because its center of discussion.
@Thesi, you're standing up for shareholders the wrong way. If you know something on the grapevine that is of interest, please share. Yes, the approach of the company has not been the best to address SP, we get that. Its almost shameful the company has not responded. Gerry Harvey and Andrew Forrest stood up immediately, when the same happed to them. The SP doesn't reflect the asset value. No thumbs or light bulbs are going to change the situation.

Going by what we've been told, all the production are pre sold, the contract price is up for negotiations. H1 sales sholud just cover all cost if the 750 is correct, A40 has cost 22m( why now). H2 has a total of 9 months production. If we use cost of $319 from april and 15kt per month, the cost average is spread over 9 months not 6, which is an average of $206/t cost, if 20kt/m the average will be lower again. Assuming we get 650/t, that's over $400/t net.  9×15×400= $54m. If galaxy gets 650/t the peers will struggle and their supply chain fall apart. Battery grade LCE can't fall because there will be no supply at the mines, most will be shut.
The banks forecast are wrong because non existing chemicals can't fall. They will milk this situation all they can. 2-3 mines must come on line to meet demand each year. Dos was still being taught when windows 95 come out. Its now windows10.

Its going to be hard for many. Our customers are Chinese with established chain. They've spent upgrading their facilities to increase production and profit, not reduce it.
Car sales are falling but EVs are increasing. EVs are not cars. Electrical  vehicles are computers on wheels, they are replacing car sales.
Many who disagree with me are showing on the thumbs. We are all being stuffed by the banks over many companies. No point attacking each other. Put up reasons to counter the banks arguments.

Here's an articles about shortage.

https://www.fleetnews.co.uk/cars/electric-cars-and-hybrids/ev-growth-stifled