I don't disagree at all mate, They will do what they do it, it won't have an effect on supply- demand constraints that the rest of the world is in. Pretty much its locked in a bottom to pricing imo.. Mostly their quality is directly related to their price and you wouldn't think given the esg push that European, North Asian or some Western oems to a degree would want to use them if there is questionable Carbon footprint & environmental factors in the production of their lit production.
Lithium space is still in infancy, so these sort of market changing factors are to be expected I guess.
Its all part of the fun.
AGY Price at posting:
40.0¢ Sentiment: Buy Disclosure: Held
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