Poll from Joe Lowry. I didn't vote because he blocked me. ^^ Given Joe Lowry's take on the result I think Allkem / Orocobre's results for the last quarter (ASP of US$9,341/tonne FOB and 58 % of production and 61 % of sales were battery grade material) and the December quarter guidance (ASP of approximately US$12,000/tonne FOB and likely a similar percentage of battery grade material) are not as terrible as some people think.
Allkem ASX Announcements - A chemicals company
It takes some time before this increase in prices is fully reflected in producers ASP.
Lithium Carbonate 99.5%Min China Spot Price - Investing.com
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