Barron's says lithium miners will continue to do well even with the fall in Li prices.
There's also a material difference between brine and spudomene Li that doesn't seem to be reflected in the outlook for the different stocks.
The Chinese demand is down in their domestic EV market and they seem to mostly produce /buy brine which is inferior. It seems early days in a complex market and AZS has spudomene the most favourable. We just need to confirm and then how much...
AZS Price at posting:
47.0¢ Sentiment: Buy Disclosure: Held