CXO 8.86% 8.6¢ core lithium ltd

Spodumene Price, page-1231

  1. 234 Posts.
    lightbulb Created with Sketch. 396
    Very interesting and promising forecasts. I note forecasts only, hey even the Bureau of Metrology do not get it 100% correct.
    My takes:
    - With level of deficit of supply through 2023-2026, peaking 2024/25, then mine is coming online in a sweet spot. Excellent timing.
    - Note that LiOH price fall-off is different between China and US. The US price stays higher for longer from 2025/2026+. Any Core LiOH proposals (say with Tesla/US) again could hit another mini-sweet spot re price. Again, potentially excellent timing.

    Any
    deal conclusion this week with Tesla could be very, very...... good/excellent (cant find the right word )
 
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