General Discussion Topics, page-119130

We may have dropped 70+ percent from all time highs but if we factor in that we were likely overvalued at that point and take a look at how the top established producers have gone in the past 18 months, it isn't great either.

From November 2021
GlobalX Lithium ETF has lost 40% of its value
Livent is down 40%
Albermarle is down 39%
Sayona are down a not too dissimilar 45%





Factoringi n that we were ahead of ourselves from a market cap perspective, therefore as we hit a higher peak we experienced a larger drop. Under the covers it is likely our actual producer valuation has probably dropped similarly to the established and producing end of the market, which to my eyes paints a more positive outlook.

Just another lens to look at this from and happy to hear contrary views.