Yes , what you’re saying is reasonable . Maybe we are seeing the start of a rebound in Spod price . If so , MC could have a quick rebound , also . It’s hard not to see a pretty significant upside , which is precisely why so many LTH have been hanging in there . BESS looks to be growing at a higher than expected rate and apart from EVs , you only have to walk into Bunnings to see the number of battery operated tools , mowers , chainsaws etc , etc . Lithium demand will keep growing and as you and others have said , with the low Spod price there has been no incentive to expand or start new mines . You would think that will create more supply issues . Good luck all .
LTR Price at posting:
72.5¢ Sentiment: Hold Disclosure: Held
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