Now that's the thing. It was a lock, but there was enough uncertainty to allow downramping and panic-mongering misinformation.
One could understand the deal was a near-certainty while also understanding near enough was not good enough for many.
The situation has changed fundamentally. The sentiment around lithium has improved, and SDV is significantly de-risked.
And I think GXY may have something else up its sleeve in addition to the POSCO deal as we currently understand it. If the TH continues today, that's almost certainly the case.
GXY Price at posting:
$2.77 Sentiment: Buy Disclosure: Held
