AKE 0.00% $9.83 allkem limited

Who cares what they (GS and other non experts) say or do. If...

  1. 1,411 Posts.
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    Who cares what they (GS and other non experts) say or do. If your in this for the medium to long term it doesn’t really matter. I just hold this one or buy a bit more when it drops too low. The GXY drop to a dollar was a gift as I had only just changed to a pick your own shares super, had them outside super for 11 years now.

    Long term this plays out on fundamentals. There is no way the price of carbonate/hydroxide will get anywhere near their prices this decade. We know how long it’s takes to bring these things online whether hard rock or brine, the supply will not outstrip demand for a long time.

    Looks like nice buying territory to me.
 
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