Banter and General Comments, page-2732

That's cool, I think the inbound quarterly figures from ALB will have a negative impact on market sentiment. I think it's highly likely year-on-year revenue growth for ALB will bottom out around mid 2019 and the fallout will mark the a trend change in market sentiment. I am thinking analysts should start to reprice the industry for a market bottom around mid to late 2019 but that this repricing should become evident prior to Q2 2019. I think the substantial inventory holdings of ALB and SQN are dangerous for smaller players and used correctly may allow them to further depress market sentiment in advance of acquisitions. I would like to know who the lowest margin lithium producers are as these may get squeezed tight in such a scenario.