Clay being novel is an issue I'm sure, but the majority of our problem is I think, the price of the lithium.
http://www.dailymetalprice.com/metalpricecharts.php?c=li&u=kg&d=480
Brutal.
If/when it regains some upward movement it will presumably be on fundamentals and not hype, so JLL need to get it all in order.
Even our neighbour, LAC's share price has gone from over 35 dollars not that long ago, down to 4.60 something today. And they are way in front of JLL.
The upside is that it may be bouncing around near the bottom if we can believe commentary from industry leaders.
(20min delay)