Indeed you are right except pls is 4 at today's lce prices, longer term I feel it's priced accordingly when we consider beyond 2025 pricing margins.
Agy on the contrary is priced at 7 against 2k tpa. We know it's a 10k tpa operation so the actual p/e longer term Is much lower.
Any lithium is great in my opinion, I just feel the big players are being priced well now and the reward truly is in early explorers or companies moving out of dfs into construction
AGY Price at posting:
58.0¢ Sentiment: Buy Disclosure: Held
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