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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Gib Bogle who wrote (310587)	7/27/2025 2:23:06 AM
From: Claude Cormier	2 Recommendations Recommended By jaubin Pianoman1997 Respond to of 312309

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