TAW proving that lithium demand continues to be very strong (not like it hasnt been) and funding can be given when needed by the Chinese. Looks like they locked in a lithium contract for $880/ t.
Certainly gives AJM a good argument that their concentrate price should attract around these prices or even higher ($1000 / t).
I think now that the public holidays are over and done with we can get back to business. The funding would come potentially in May.
Best
AJM Price at posting:
14.0¢ Sentiment: Buy Disclosure: Held
