very interesting point on the stockpile instead of ship this quarter. Isn't the tax locally related, could be wrong, but it's the local Arg exploration they would use against that tax and it's the Mt C upgrade costs in Aus they would use against any H12019CY Aus profits ? either way good times ahead, invest into the growth of GXY is the way to go.
With any POSCO JV for PLS or GXY no information on any costings for chemical conversion has ever been released thus hard to know if good or bad idea. GXY has options for partners but in my mind POSCO for GXY brings tech and a potential offtake partner. All IMO DYOR.
