Ann: Lithium carbonate and spodumene concentrate pricing update, page-54

yeah I can’t help but feel that old mate Christian is sitting in his office with a mild Smirk on his face at the moment…

well done team.

Catlin is the crown jewel atm. No doubt about it. Let’s get naraha on ASAP. Announced Tuesday?

half a billion dollars revenue (aud) for June quarter is simply off its head for a $7.5b market cap company. The market will gobble up the sell side over the coming days and weeks as it digests what this does to cashflow and modelling.

as of wed last week there was $90m of shorts all under water. They got absolutely rinsed today to the tune of $7m. The sell stack looks at flimsy as Putin’s credibility and if you listen carefully you can almost hear the sound of rahuls teeth grinding together as he contemplates the thought of justifying his short on a booming sector.

*sips tea*

time to let the fundamentals catch up to fair value.

not advice