The most recent podcast Joe L is talking with Daniel Jiminez. A lot of the discussion is on Pricing, supply and demand.
https://podcasters.spotify.com/pod/show/globallithium
It’s just over an hour but well worth the listen.
Episode 156
My thoughts are that pricing got too toppy so the pull back will also overshoot. China is definitely manipulating to a degree, but with the pull back you get restocking delayed due to the possibility of buying cheaper. So it becomes self fulfilling.
In the long term the impact will be average higher prices for longer, as the drop in share prices of explorers will likely delay investment.
Who is going to be in a hurry to release PEA, PFS, DFS and FID in this current climate?
Will advantage LLL in my opOnion in 2024/25, just the SP at the moment is not too pretty.
Been here before with PLS 14c & GXY 69c
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