Initial market reaction on acquisition, softened with lower volumes, cycle of declining spot carbonate.
Much of the junior space, has lacked money flow, while the RVR only gets better when its the same dice rolling on the exploration table.
I heard chatter that China produces a lot of Lepidolite but has its cost base at around 30s, so uneconomic under, should then see supply tighten, and prices rise ? Then also stock piling, and inventories get drawn down.
Initial market reaction on acquisition, softened with lower...
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