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Strategies & Market Trends : Ride the Tiger with CD
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To: Gib Bogle who wrote (310587)7/27/2025 2:23:06 AM
From: Claude Cormier2 Recommendations

Recommended By
jaubin
Pianoman1997

   of 312312
 
I think the bottom is in. Price up 21% since the June low.

Nili will be a good lithium play as well. But it will need much higher price to be profitable like Galan. They need 24 000 USD while Galan is profitable now at 10 000 USD.

Galan will finance phase 2,3,4 from its cash flow. Basically, Galan is brines in Argentina... you cannot have low costs than that.

Galan already permitted for phase1 (5000 tonnes) & phase 2 (20 000 tonnes). It also has commercial agreements in place.

Galan will produce Lithium Chloride ...which is the safe route to go as you can transform LiCl in other type of lithium (Hydroxyde or Carbonate) cheaply.

Next, Galan is with its phase 1 production in Feb 2026. Then phase 2,3,4 will progressively come in. Phase 4 is 15X phase 1 à 60,000 LCE per year.

You may want to check their presentation

Galan Lithium
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