Good post!
In regards to GXY, their grade isn't spectacular either. They are getting top dollar for 5.83% grade average as shown in their quarterly and have been mostly in the 5.7% range in the past. We've had a few bits of information come out showing AJM is over 6%, so I'm hoping for similar prices.
Additionally, AJM has pointed out that a credit is expected above 5.5% grade from their offtake partner terms, so it should be a nice result.
My only concern is the current lithium sector sentiment. However, Lionergy want even more AJM output in the future for their new plant, so I don't think they will be trying hard to screw AJM on price.
Which ship is AJM's 1st, page-27
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