Ann: Trading Halt, page-127

Maybe Hoffman? He seems to have shipping info well ahead of anyone else, he could probably pull some data.

I agree not every converter has been impacted equally but they have all been impacted negatively. Have a look at Ganfeng numbers on a quarterly basis over the past 18months, clear downward trend across most metrics. Not exactly an indicator of a booming market, but you could well argue the bottom is in.

Lithium has always been a very secretive industry. Hopefully that will change with time.

AJMs ability to sell decent volume is testament of product quality. Hopefully prices recover and noteholders continue to accommodate the company.

Aimo