You are quite right there..... Ganfeng as major partner will go straight to stage 2..... LLL won't get a say in it.... 1 million tonnes a year...... How will that affect the supply side????? As recent Benchmark interview said..... You have to be vertically integrated in this market to make money..... Funny anatol left that bit out..... Cherry picked the rest.....
Beware of ramping here..... Listen to what the experts say.... Not keyboard warriors..... Despite all the criticism of Goldman Sachs, they were actually right.....
LTR Price at posting:
$1.32 Sentiment: Sell Disclosure: Held
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