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8.60% 8.5¢ argosy minerals limited

Li-related News/Articles/Reports, page-5430

  1. Rob826
    3,908 Posts.
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    12/09/23
    13:59
    Post #: 69826724
    Agreed. China's domestic lepidolite mines are meant to require US$30k (around CNY220k) pricing to remain at breakeven, and last I checked they account for around 10% of global supply. While I think the spot price could continue dropping further based on sentiment alone, it has to turn around at some point soon.
    AGY Price at posting: 20.3¢ Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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