I dont think, any one is supercharged for any thing right now. I see this all over the markets. Good drill holes? Nah...Successfully closed PP? Shareprice goes down. Banning of a certain rawmaterial? no movement.
I guess, it all starts in January. And in a few months, no one will remember Allkem oder Livent any more, except Joe Lowry
I did get out of AKE some weeks ago and bought with the money PLS as I am hoping for a big squeeze and also, for a huge upturn in Lithium beginning next year. I am still LTHM holder and will see how it turns out.