thx RB for your thoughts. Can we say that -
1. In the near future, there's not enough $$ in Lithium and .... GXY hopes spod price will find a floor .... GXY share price will not get bid up by the bulls .... but cash will be less available for the new starters (I wonder if SDV, and JB will get $$)
2. Lithium demand may increase or decrease going forward past '19 which will change the economic landscape.
3. The report seems to suggest a positive bias, yet, China being kind-of socialism, it may control prices through political means, and btw it just happened to the CN pharma big boys which cut out ~ 50% of their share prices from recent highs.
4. It sounds like the Lithium hype has passed.
What do you think ?
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- Ann: Quarterly Report - December 2018
Ann: Quarterly Report - December 2018, page-196
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