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Waterblunt

1,863 Posts.

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21/05/20

22:55

Post #: 44763289
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Originally posted by Scarpa: ↑

We went through this - short term versus long term trends in this post. If it is V shaped no issue around getting to the 2000 GWh forecast by 2030. Without going over old ground my views were in this:
Post #: 43657165

The current impact of COVID-19 is on existing producers, so if spodumene prices start rising end of this year (i.e. V shape recovery) the timeline sof explorers to production will not be impacted. Refer embedded post. Obviously if demand impacts are longer to recovery, explorer plans are shifted to the right (one to two years further out than expected IMO) whilst a number of existing producers will go to the wall in the interim.

All IMO

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Thanks for a stock specific reply....

Its almost as if those other posters just wanted to derail this awesome thread...

Who would do such a thing!

Cheers.

AVZ Price at posting: 6.3¢ Sentiment: Hold Disclosure: Not Held
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0 Great analysis

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