I should add that there was a lot of good news in the quarterly that has not yet been priced in by the market. Just terrible timing with SQM announcing a ramp-up in the same week, but its a big enough market out there. That supply will get soaked up by all the new tech in the next decade.
Market just got a bit spooked imo. Definitely not a game changer for the industry. Massive over-reaction in PLS and GXY especially.
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