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Ann: Financial Year 2019 Results Presentation, page-260

  1. DoHo
    26 Posts.
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    22/02/20
    22:02
    Post #: 43092743
    A twitter find:

    Demand-supply equilibrium only by 2022 according to shanghai metal markets online event. They estimate by 2021 some producers with bad cashflow might have to interrupt production.

    https://news.smm.cn/news/101030104

    Search for "Mt. Cattlin" in the text and read from there. Although the whole piece is very insightful! Lithiumcarbonate prices for this year, 2020, range from 45.000-61.000 yuan (45k being around 6.400 usd).


    best,
    d
    GXY Price at posting: $1.09 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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