On what basis???
I'm interested to hear your thoughts why this will head 30% lower.
Nothing surprising in the news, in fact I would say a small positive in new pricing.
Remember this has already been pushed down hard, lithium prices will recover, probably not to the extreme highs we saw in the last bubble, but prices won't stay this low either.
IGO, PLS, MIN will survive.
The smaller ones will get swallowed up.
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