ASX Today, page-38621

Considering that they can’t low ball Ltr, they might wait a bit until commissioning is almost complete thus do so with essentially no significant operational risks. But I agree with you that the best time to move in is the window during ramp up and that’s before Ltr rises closer to PLS mcap.


SQM has a huge brine business. That they’re on the prowl indicates they’re expecting a higher and more sustainable spodumene price long term, at a level likely decently profitable but still makes lepidolite unviable



let’s start with the dry plant commissioning and see what’s next