Can Galan Lithium Still Deliver in 2026?

Galan Lithium (ASX: GLN) Managing Director JP Vargas and CFO Ross Dinsdale join Rock Stock Channel (Howard and Matt) to respond to the recent share price sell-off and outlines what has - and hasn’t - changed at Hombre Muerto West. Management discuss first lithium chloride sales, production ramp-up, winter weather impacts, low-cost economics, Phase 2 financing, funding flexibility, and the path toward cash flow. Follow Galan Lithium:LinkedIn (JP Vargas) - https://www.linkedin.com/in/juan-pablo-vargas-de-la-vega-2770b723/LinkedIn (Ross Dinsdale) - https://www.linkedin.com/in/ross-dinsdale-cfa-19b1885b/LinkedIn (Daniel Jimenez) - https://www.linkedin.com/in/daniel-jimenez-schuster-71b3b5117/X/Twitter (Daniel Jimenez) - https://x.com/D_Jimenez_SchX/Twitter (Company) - https://x.com/GalanLithium ___ Chapters (00:00) Galan Lithium Sell-Off(05:47) What Has Changed?(07:10) Production Timeline(08:35) Plant Performance(10:22) Winter Weather Impact(14:06) Lithium Price Economics(16:28) Production Expansion(17:43) Phase Two Financing(22:30) Upcoming Catalysts(23:32) Funding Position(25:04) Flexible Growth Strategy(28:15) Lithium Market Outlook Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com Intro and outro audio credit: Jamie Klein