Ann: POSCO Transaction Complete, page-312

If the Lithium price falls further, it is actually beneficial for GXY.

GXY doesn't have debt and profitability modelled on a much higher Lithium price as is the case with the newer and not-yet-started project. Plus they have an awesome cash buffer.

If prices fell, new Lithium projects would stall, there would then be an impending spike in price when the 'S-curve' for demand truly hits.

FYI, latest surveys out of the USA, 3/4 believe electric cars are the future.