CXO 1.08% 9.4¢ core lithium ltd

Ann: Becoming a substantial holder, page-41

  1. 335 Posts.
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    I don't think the spot Li price has topped out at all (note spot, a small amount of supply). Also, quarterly contract price negations have significantly raised. Pls from 4800 to 6300. Plenty of room to go up and stay. It's more so a systemic shorting of the sector combined with the macro geopolitical picture and recessionary concerns creating the perfect storm
    Last edited by drsking: 21/12/22
 
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