Allkem General Discussion, page-4797

I agree with you.

You won't get much support around here because it's not a narrative that's supportive of high stock prices.

However, this is the reason why I prefer allkem over the others. Larger resource base with low cost of production.

Lithium prices just won't stay high, adoption will be nowhere near as fast as the market expects for a number of reasons (Some of which you point out). I myself just bought a brand new Turbo Petrol car, the EV's are incredibly underwhelming. I also bought my wife an SUV, petrol trubo again. EV's not practical.

We are back to the new normal IMO. Others look close to fair value now, AKE very cheap.