Another excellent piece of presentation. Well done gents
@stevej02
Ай бұрын
Piedmont isn’t really ‘in production’ is it? They just have a contract that says NAL has to give them x amount of spod. Piedmont doesn’t mine anything (or produce anything)
@RockStockChannel
Ай бұрын
@@stevej02 not exactly. PLL also owns 25% of Sayona Quebec and have equal say on all strategic decisions of the JV. Like many JVs in oil and gas that can have multiple partners, but mainly one “operator”
@marleymarl0
Ай бұрын
Good info and interviews, cheers
@garythompson8187
Ай бұрын
Great interviews Howard and Rodney; especially good to hear from PLL, ALL and GLN which I am invested in, it looks like a there is path for ALL and PLL over the medium to longterm, especially Atlantic. I think Neil has done an excellent job and we are on the cusp of significant derisking. Sadly, GLN has turned into a bit of a train wreck. If it wasnt for Daniel I wouldnt be there, hopefully this is just an inverted swan situation
@RockStockChannel
Ай бұрын
@@garythompson8187 appreciate the comments. I think all companies have solid paths to success but some are better than others at managing capital/capital structure in this downturn
@peterjohn5834
Ай бұрын
Great report. It’s the North Americans that are dragging the chain.
@RockStockChannel
Ай бұрын
@@peterjohn5834 appreciate the comment.
@SayonaResearch
Ай бұрын
Keith Phillips never once spoke about the Tennessee Lithium hydroxide plant. He also mentions he would like to fund Ghana by selling their off take entitlement to a 3rd party. If this is the case what source of spodumene would be available to feed the Tennessee LiOh plant?
@explorethedeep
Ай бұрын
Great question Howard, good to see they were not scripted, love the channel.$GLN Market does understand the chloride route as its been told time and time again like a broken record, Galan doesn't seem to to be able to get a contract nor finances sorted. Great resource but possible not the right team to get it into production, due to finacial decisions made eg - go gun ho when they have no money nor finance coming in then beg the market to be propped up until the next raise. Lets hope by the next interview with JP he has put his thinking cap on regarding the finacial position of the company as no money = no company. Made me laugh when JP said Ross was "headhunted" pretty sure he was desperate for a job seeing his prior company crashed, burned and then delisted from the ASX due to its finacial situation.
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