Running discussion on SP, page-70627

The trouble with the AVZ threads there is not enough middle ground posters.

@ohreally throwing around $6-7 price targets ain’t helpful when quoting a report that says $1

The Cantor Fitzgerald report had US$17,000.00 for lithium carbonate price as its base to work out $1
Today the price is 462,500 Yaun or US $69,376.00 PER TON
Your smart/ work it out.
10 mtpa output with pricing of long term contacts taking into consideration pricing formulae that includes current lithium carbonate price.
Agree there will be a discount to CATH but not 400% as it stands currently.
Lithium prices will not be coming down once China gets back to full production.
The sell off well-orchestrated by shorters and retail got spooked, let's see what happens on BFS release and CATH Funding transferred.

ALL IMO

https://static1.squarespace.com/sta...251512/20220217 - Cantor Initial Coverage.pdf

https://tradingeconomics.com/commodity/lithium