Investigation will turn up nothing untoward. In which case the...

Investigation will turn up nothing untoward. In which case the believers will come up with increasingly conspiratorial arguments.


Believe what you want to and I'll eat humble pie if I'm wrong.
Note I'm not saying the system is not corrupt. Just that nothing positive will come of taking this approach. Capitalism 101.


It's human psychology to look for scapegoats when you think something is not logically right and you're convinced and in love with your stock. It's important to take a step back and challenge your assumptions at this point rather than doubling down and looking for someone or something to blame, increasingly irrationally.

All that's really needed is some patience (with one eye open).

IMO GXY will rally when we see the following:
- confirmation of next GXY shipment 
- positive news on yield optimisation and improvement in costs
- receipt of funds from POSCO (Salta judge getting to it)
- SdV JV confirmation
- SdV offtake confirmation
- Capital return/buyback announcement
- LIT ETF rising past $30 (we can argue whether this is cause or effect)
- China spodumene price rise (again we can argue whether this is a true reflection or not)
- CHINA-US trade war ending
- Trump US reelection stimulus
- Xi China stimulus
- EV and battery storage positivity in the news (e.g. Tesla Model Y, Audi etron, Mercedes eqc, more ev news)
- Global fund managers who have been risk off and going to cash, coming back to emerging plays like lithium (I think this is a big one)
- global market positivity
- major Li supply disruption

GLTA