@yaschmidt
I don't disagree with a lot off what you have posted, that's why I'm a holder. If we get a right tail event a supply squeeze will cause the remining LIT producers to go back to 2021.
Where I disagree is around the supply contracts. We have no transparency on what they, I think it's incredibly wishful to think our offtake partners will take our supply at prices meaingfully above spot. We have seen it with IGO and we will see it with others.
I don't hold many shares here but I will buy plenty if we see a more singnificant move down.
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Last
97.8¢ |
Change
0.013(1.30%) |
Mkt cap ! $2.400B | |||
| Open | High | Low | Value | Volume |
| 98.0¢ | $1.01 | 97.0¢ | $8.246M | 8.336M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 28 | 248006 | 97.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 98.0¢ | 132088 | 32 |
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| Last trade - 12.19pm 29/07/2024 (20 minute delay) ? |
| LTR (ASX) Chart |