if you can afford a LT (10 years plus) view you may be rightI...

if you can afford a LT (10 years plus) view you may be right

I find of note that LYC is putting production on hold due to weakening demand

I think there are changes afoot in the industry relying on lithium and rare earths - fablet/phone/tablet sales not increasing as much as forecast, EV not being taking up as much as thought (costs and recharge issues,range) and electronics market changing due to customer behaviour

I haven't update my mobile/tablet/laptop as I used to do !!!

ebikes and other uses (renewable energies) are the source of GXY future income - so grade will rule and I think we can forget about competing in the "industrial grade" sector until we can access cheaper brine (SdV years away if ever)