The bottom is in for the lithium sector IMO, I just called it.
Valuations: as an example $SQM Lithium business is arguable in the share price for LESS THAN ZERO! Need to make a lot of assumptions on allocation of overheads and debt - but directionally correct IMO. A similar argument can be made for the other diversified producers ( $ALB $ALTM)
The interest rate cycle has turned - Powell has just announced it - bullish for clean energy stocks
Risking lithium M&A + high short interest = pain trade
Another leg down in lithium prices will cut deep into the middle of the cost curve = bullish output cuts
Commodity equities bottom before commodity prices.
DYOR, IMO
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