Yes, that Bleecker report is a shocker for sure. Sure, they are...

Yes, that Bleecker report is a shocker for sure. Sure, they are talking their book being shorters of LAC but if the numbers are correct, its not looking great.

I seem to recall LD saying they did their sums using 11,000 / tonne which is even lower than the dismal lithium pricing we see now.

As a counter to that damning report we hear opinions like this https://hotcopper.com.au/opinion/from-the-floor/148870/from-the-floor-question-is-lithium-dead/

Again, they are talking their book. Perhaps we may see somewhere in between the profitless LAC predictions and a price revival as some pundits predict.

I thought the Li price had turned the corner, but it's heading back to its recent lows. https://www.dailymetalprice.com/metalpricecharts.php?c=li&u=kg&d=240