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WoodySpoon

10,280 Posts.

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16/02/22

09:44

Post #: 59600614
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Originally posted by 1for1: ↑

There will be some big moves up in the lithium sector this morning:

LTR - entered into a binding supply agreement with TESLA

AVZ - Expedited completion of $240 investment with CATH

Hopefully this will (again) increase our peers MC's and in turn further stand out as the stand out investment in terms of being undervalued at this current stage in time. Time is our friend here if we have the patients to wait a month or 10 as peers will be overvalued and comparitively FFX will need to run oh so hard to keep lagging behind.

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Tesla is a good headline for LTR, but interesting even after that agreement they've only sold 50% of product.
You'd reckon Tesla might need a bit more product than that.
Oh, they've contracted Gan Feng to deliver a lot more? Wonder where they're planing to get it from...

FFX Price at posting: 65.0¢ Sentiment: Buy Disclosure: Held
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General discussion, page-2373

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