"we are not in a submissive position that PLS, AJM et al are in and bend over backwards and have to give 5% of their company to ganfeng et al to survive"
LOL what a load of nonsense, although I can't speak for AJM , PLS have not given 5% of their Company to survive , they have raised cash to expand operations and retain 100% WI over a project they have full offtakes for, those expansions are happening now and will be producing cashflow within 12 months not 3 years...not to mention the likely hook up with POSCO on downstream projects, due shortly if it goes ahead...GLX are fortunate to be well cashed up but that's not everthing..
As a holder of both GLX and PLS you can find plenty of merit for both Companies if you look at the facts. and not get emotionally carried away with perceived benefits of one over the other, they both have products the world is likely to need .
Cheers Whisky
GXY Price at posting:
$1.92 Sentiment: Buy Disclosure: Held