Ann: Tropicana Gold Mine Royalty Claim, page-37

@mikey19 it depends on what you mean…spodumene concentrate, lith-carbonate, lith-hydroxide etc…In any case, most ‘lithium’ as a raw commodity product is on long term supply contract with in-built pricing mechanisms and as far as I’m aware isn’t traded openly in any significant quantity on the commodity exchanges, so you either need to look at individual scenarios or use a PRA i.e. BMI, S&P Platts, Fastmarkets, Asian Metals etc to get an idea of price variation. If its just a quick price movement check, then easiest to just use something like the Asian-metal website.

@thorpie re the share price, I’m sure there are others that have followed more closely and can provide their thoughts…but the last few announcements are a good starting place, in no particular order:
-Tropicana Gold Mine Royalty Claim
-Cosmos Project Update
-Lithium Business Update
Considering these updates (not so much the royalty one) in the context of the current climate wrt the collapse in both nickel and lithium prices gives a decent background to the situation imo. Obviously then can start to play the guessing games of what are the catalysts etc for change, but that's a separate topic. The situation is far from isolated to IGO, only need to check on how peers are tracking and there is hurt across the board.
jman0076’s post (#:72204471) above sums it up really...its been the perfect storm.