I agree to ur statement that AJM has products that is constantly I demand BUT PLS also has that product. If my common sense is not wrong AJM is just selling the same product cheap to try to survive, therefore converters/consumer would always go for the lower cost same quality product.
ask urself a question if u are a lender would u lend to such a producer? Keep in mind that AJM mine's life span is way shorter than many other mines. I'm not sure if AJM is selling cheap spods now how much more product can u sell when the good time comes. and I sincerely hope AJM survives until that time comes.
I'm all ok for AJM to push down the prices and discourage investment in the lithium mining sector for another few more months. This will just add on to the supply stress and demand gap when the time comes. hopefully higher spodumene prices due to lack in investments partly caused by bowing producers at these times.
IMO
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