Currently AJM is third biggest shipper of spod from OZ because of the right offtake deals.
Those companies are seeing major growth atm not 2022 2023 onwards
If there is an initial dip, plenty will see the
upside.
AJM is now mentioned along side Ganfeng, previously OZ Spod was bundled into one, without looking at offtakes.
Gurus have business as usual for Tesla and lithium procurement in the next few years meaning spod from AJM but more of it.
AJM Price at posting:
7.0¢ Sentiment: Buy Disclosure: Held
