All true but the markets will do with it as they please. The boxes ticked the last 12 months have done nothing to the SP. Therefore any rational you put to it will do little at the moment. I have closed the hatch and can only do my own research that comes back the same all the time, supply will not match demand in the next decade and LIT will be the ruling battery chemistry for the next decade. I only get concerned when one or both of these two change. The rest is white noise and when the hatch is closed I cant hear it. In the end it all should come good as money earned ultimately sets the SP. Been like this for 400 years.
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