Allkem General Discussion, page-1703

Yeah that old chestnut.

I thank the lord that i'm one of those numpties that decided to go with a diversified portfolio in the Lithium area of my investments.

We had Nolan78 over on PLS spruiking how good the merger was GXY/ORE.

So I pulled together the below (updated with 10/8/22 now prices).

For posting here I also added AGY, CXO and LTR for the top metric, Which I am happy to admit are companies I also hold hold as part of my diversified portfolio.

While on its own AKE investment has been decent, compared to its peers, to say lacklustre is an understatement.

Even diversification across 2 producers would give a far better return. PLS has trounced AKE on most metrics.

GLTAH