Ah, the bear gospel according to “Ihavenoidea”: quote 2024 like it’s still happening, slap “collapse” on it, and ignore the part where cycles recover.Yes, CXO face-planted in 2024 — welcome to the lithium sector, where every second company hit the wall when spod dropped off a cliff. But unlike many, CXO paused, preserved assets, and came back with a leaner restart plan and one key advantage: they’re still in the game.
Let’s unpack the scare tactics:"Operational collapse" — more like strategic shutdown at the bottom of the cycle. Classic move when prices go sub-cost. You want them to mine at a loss for sport?Funding gap — yes, it exists. So does every other project’s. But $150M in this sector is not Everest. Equity, offtake, or even gov-backed funding are all on the table. You know what gets funding? Projects with dirt, permits, and infrastructure already built."$687 spot!" — Thanks for last quarter’s data. Problem is, markets move, and lithium’s already off the lows.
You quoting the trough like it’s the new ceiling isn’t analysis — it’s coping."Chinese cost advantage!" — Cool story. Until trade tensions bite, carbon tariffs kick in, or Western OEMs realise maybe relying on a single country with export quotas isn’t a great idea.CXO has the rock, the rail, and the restart roadmap. You’ve got a thesaurus full of dramatic words and a handle that reads like a disclaimer.Markets recover. Spod rebounds. Projects restart. But I guess that doesn't fit the “everything’s doomed” routin
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