ASX Today, page-38938

Are you sure about your "truth"?
You say:

"Who is in C&M, CXO has stopped mining in the wet season while it processes its stockpile.....

If anything this should sound warning bells....they are a medium cost producer...LTR hi cost..."

From Half-Year Report from Core Lithium, recently released to ASX (12th March): https://www.corelithium.com.au/investors/asx-announcements
"During the six months ending 31 December 2023 (HY24), a total of 49,530 tonnes (t) of spodumene concentratewas produced at an average grade of 4.8%. This was produced with an average cash operating unit cost for HY24of $1,926/t. "
Do you maintain that CXO is a medium cost producer??????????????
Do you have any report that forecasts LTR operating unit cost to be over CXO's??????????? Which is your forecast for LTR and what are your sources (other than singing "UG is expensive", which means nothing)? We want your numbers, not your interpretations cause you are not a professional or expert.

You say:
"Zimbabwe expect to triple production...I posted article...."
Yes, to a maximum nameplate capacity of 104,000 mt LCE:

- BikitaMinerals: 300,000 mt of SC5.5, equals 32,643 mt LCE (at 80 % yield).

- Arcadia:450,000 mt of SC6.0, equals 50,077 mt LCE (at 75 % yield).

- SabiStar: 200,000 mt of SC5.4, equals 21,366 mt LCE (at 80 % yield).

And the market needs an extra 300,000 mt LCE this year 2024, according to the global leader in lithium production (Albemarle):

https://s201.q4cdn.com/960975307/files/doc_earnings/2023/q4/presentation/Q42023_presentation.pdf