General Discussion, page-1781

The third largest lithium producer was created

Synergies have been harvested

Arcadium remains a force in the market (clue - if all lithium players drop in value, Arcadium retains its relative value)

The only thing that has changed since that post of mine, is my holding in this. I've continued to accumulate and have a great average price.

Commodities go through cycles, and if you buy good companies at the bottom of that cycle, there is big money to be made (for taking on that risk).

Where and when the bottom is, is anyone's guess, but capitulation is a sign that bottom is in. And care and maintenance at CXO suggests we see very close, plus 90% capitulation of lithium price since 2022.

I continue to accumulate monthly, and am positioned for the upturn which is around the corner, sooner than some might think, given the recent EV sales in China and noting second half of year is when restocking occurs.