I just posted this on HC, it’s a detailed narrative of how I would explain the @GalanLithium value proposition. I don’t think the market comprehends the immense value of $GLN and its differential resource and strategy, so I spent my Sunday writing this!
https://t.co/bgsCKoWFgr
@satyanadella Satya what you are describing is what @paulchan has been building with @Decidr_ai over past 8+ yrs. His architecture is truely unique/genius and approach centred on retaining control & protection of the company’s IP. Decidr years ahead of anyone. @DavidBrudenell@VinnyLingham
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Not @IoDecidr. Would take even the biggest and best AI companies many years and many billions to try come up with what the genius @paulchan has developed and even then they likely couldnt replicate his amazing architecture that allows horizontal AI agent integration. Decidr will change the world.
Given you are on the board of an Agentic AI startup I assume @IoDecidr stood out to you? For me, I have seen nothing that even comes close to what @paulchan has created. Unlike most vertical AI today which is limited by narrow data, Decidr is a horizontal platform and its architecture is truely unique, powerful and inimitable. Nothing comes close to Decidr and I think you saw that or you would not be on the board 😉
I still hold a lot but have mentally checked out and moved on from $GLN hence being quiet. I don’t think anything sinister or dodgy is going on within $GLN, it’s just down to complete inexperience of JP and the Chairman on how to fund and progress major projects combined with JPs unwillingness to staff experienced people around him in Perth. This isn’t small bickies for exploration, it’s a major project and the minute they started construction on their own without funding or offtake they were doomed to end up in this position with no negotiating leverage…I still love the asset, it’s likely the largest highest grade lowest opex undeveloped brine asset on the planet, so I hold and wait for brighter days…
“Liquid spodumene” is a great play. @D_Jimenez_Sch has the background & contacts to make this happen whether in 中国, North America or Europe. FYI - I have no financial interest in $GLN.
Yes I’m watching closely too…@Glencore the like big loser here, would not surprise me to see a termination soon from Galan on the Phase 1 offtake agreement; and valid cause too given Glencore have obviously deliberately slow played their DD to try get better terms and capture the real prize = Phase 2 offtake; dogs…will bite them now.
It has been some intense and exciting days in China.
The interest for @GalanLithium ‘s LiCl concentrate is enormous and will most likely result in a high payable for its Li content.
The Chinese chemical and refining capability and capacity is astonishing.
Yep, soooo many advantages that our high grade concentrate has over hard rock spodumene. Wish @GalanLithium would hire a comms professional to clearly explain it all and not rely on a few shareholders to try do it for them. Transportation weight of our 6% LiCl (=13%Li2O = 32%LCE) is 2x LESS than SC6 and 13x LESS than DSO. So many other advantages for the converter as well…and by the way $GLN has the equivalent resource in hard rock equivalent terms of over 200MT @ 1.5%….WOW. The upside here is mind blowing 🤯@terry_dog
$GLN The moment Paul Graves $LTM makes a miss step on @LithiumIonBull that #Lithium Chloride is not a product and its unlikely the Government will permit it! As long as there is a willing buyer and seller #Lithium chloride is a product! I question his relations with government.
Those expecting a quick rise off the #lithium price bottom will be disappointed. IMO it will take CO3 a couple of quarters to establish a clear but limited upward price trend. China will continue to talk the price down. Low cost brine based chemicals win over spod only producers.
Another beautiful morning at our Hill in Italy 🇮🇹
Added yesterday and today some more $GLN shares.
Remembers me on the good $NLC days when nobody wanted to buy it at 0.395 CAD ☺️🤩
With this agreement, @GalanLithium will be able to supply LiCl concentrate to the world, the same way Australian spodumene producers do.
Focus on the upstream!!!
Pretty massive news for $GLN . My take on this is that the govt will allow GLN to export LiCl product outside of Argentina at 7% royalty. In return for a commitment to build carbonate plant later down the track. All will be revealed in the announcement...
https://t.co/5Mbjh3Sv8s
My read is that their reference to “…commercialisation of an early flow of lithium” means the initial chloride concentrate product and then the 7% relates to exporting this early product as it refers to its “lower industrialisation” which to me means less processing in country hence the higher royalty of 7% vs the current 3%.
@jczuleta Acreage & owning hectares is not = owning lithium..…can you do a comparison on who has the most LCE in Argentina, backed by JORC or NI 43-101 etc.?