Time to get rid of this merger of the year!Instead of making conspiracy theories, think about what I wrote much earlier.If we remained as AKE, which made money on signed contracts for the supply of lithium that lasted several years, the company's valuation would be much better than the valuation of a company selling batteries, the low demand of which is currently pushing its valuation to the abyss and nothing will change that in the coming years.There is a recession ahead of us, a recession with high credit rates, which means an end to socialist subsidies for green toys, a recession with a different view of society towards toys of excess liquidity such as EVs, a recession without fairy tales about global warming at a time when excess liquidity was making leftists' heads spin.Pray for central banks to resume printing and QE because we will be at the bottom at AUD 1 per share!
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