Who’s buying and selling, page-1269

Lith ETF absolutely stonking. The market is starting to realise that it's not easy to bring on more supply from quality Lithium projects and that there has been a colossal underinvestment to meet demand going forward.

PLL, INF are both examples of projects in 'safe' jurisdictions that are now unlikely to go ahead.

The FFX mgmt really need to do a better job of selling the Goula story. There is nothing of its size and quality globally that is fully permitted and ready to rock.