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Ann: Exploration Update, page-80

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  1. 367 Posts.
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    In presence of all the shorters, dumpers:

    I would not be surprised if we get an unexpected turnaround this week by good news but especially good outlook for the future.

    remember:
    - during finalization of the SPO sentiment was in majority positive, because of the massive backing- also from management
    - commercial production was declared earlier than expected
    - shipments look very positive
    - spodume price is not on highs, but also not that bad. around 650usd, the nameplate margin is still very fine with quite some reserves.

    all these facts and fundamentals have not changed- only the sentiment at the moment!
 
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