Thanks tree. I should have stated its not directly related to NMT and recycling.... more the markets they are chasing and how quickly its all changing.
The supply and demand balance is changing daily too. Greenbushes slowing down and stockpilling. When one of if not the best hardrock mine in the world is stockpiling instead of selling you know the bottom isn't far away.
The caveats to that is they aren't stock piling all of it, and there is more to it because of the JV involved there but simple supply and demand is saying that the price should start heading north again soon.
Lots of moving parts.
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