Running discussion on SP, page-621

IMO,

1) AVZ always drop on good news (the Manono curse!)

2) More seriously, I think short term traders bought in expecting an increase on some JV/TO deal with the Chinese delegation in Manono and that wasn't in the announcement. I don't think Langford's twittergate had a huge effect tbh.

3) On the macro front, most lithium stocks are struggling. We are down about as much as PLS from the Jan high. PLS is a quality project and haven't really done much wrong but the sector has been rattled by incorrect oversupply fears.

I'm pretty confident longer term.