ASX Today, page-36323

Economics 101.
My View:
The current weakness is Li & Spod. price is IMO contrived: Fake news.
Rocks Out-of-Africa, shipped to China, new inexhaustible supply: Bollocks
Chinese Lepidolite: more expensive Bollocks.
The cure for low prices is: LOW PRICES
SUPPLY Constrained, many mines & producers on C&M.
Some projects un-fundable, mothballed, abandoned.
So, with LTR funded to production, with perceived Constrained Supply coming,
AND
DEMAND growing, (hopefully exponentially).
This weakness MAY take some months to flow through??
However, the coming shortage of SUPPLY and price rises should manifest about the time of LTR commissioning.
With ABL now divested, that overhang sold, should mark the low,
Shorters may try and spank it a bit lower but they are running out of time.
After Feb. 11 it's OPEN SEASON for Bear Hunting!
The Season will last until commissioning.
O, and the big sleeper that gets no attention, The Nuclear Industry.
It uses a massive amount of Li,
66 new reactors coming on line in the next few years.

In Summary:
Buy on weakness, no urgency for the next couple of weeks,
in 6-9 months it will be at least a Double Bubble from here:
Sell half: free carry: happy days.

Usual disclaimers, just my view.

Cheers XanaX