Maybe time spent wondering why LCE dropped 10% over the quarter is better than wondering about me
No need to show up at that time given the sky high prices while LCE prices were dropping. We all knew quarterly was coming out soon.
UBS downgraded; could we see further downgrades? Canaccord should be downgrading a lot more from $4.00.
Give more spods are coming online in the future; I'm expecting more LCE price pressure in the near future (ie: next two quarters).
SQM and ORE would be ramping up their brine development/production which could introduce more LCE price pressure in the mid future.
Ann: Quarterly Report - March 2018, page-161
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