The discussions on HC carries some weight in SP directions but...

The discussions on HC carries some weight in SP directions but not total. When people attack certain companies performance, they end up damaging the value of other companies in the sector, including their own beloved.
The ETF is a combined performance of companies. Unfortunately, the ETF now sometimes control the value of the companies and its performances. The banks, established industries and legislators create rules that benefit themselves. " the tail wages the dog" if you like. Shorting is nothing more than legal organized crime. Harass and publish false/ twisted news about companies for a profit. Many countries have moved to address this, but Australia is not one. Turnbull, the prime minister even invested in a fund that short sell. Individuals don't have a say, they have to accept and be part of the system. The ASX annual profit is made up of 40% revenue from frequent short selling and trades. They are not going to shoot their own foot by stopping it. The bank enquiries concluded, ASIC have not done their job correctly. Its not easy to fight the system.
All the worlds' lithium production is spoken for. Lithium is needed from garden lights, toothbrush, smart phones to EVs and energy storages. There is a 6-12 months waiting for an EV. The current batteries and lithium chemicals are not there to fill orders. All the traditional autos are planning to sell and be producing/or start in 2020/2021. Where is the supply for that, if there is already a 12 months waiting period at the monent.
The analysts are employed, they couldn't run their own business if they tried. Yet they value established businesses. Most of these analysts are gunho 20s and 30s that struggle with the credit card. After this they're given a corner desk. The SP of many lithium companies are not valued to the correct assets replacement cost and future earnings. A group of individuals backed by banks/funds to distort SP value to take cash from 80% of investors (retailers). The bank boss get richer while workers get poorer.
There are two trains if thoughts. The analysts value businesses by qtrs. The balance sheet for businesses are yearly. If Galaxy was to send 30kt before end of june, it would not be in this qtr finance. The banks are looking at quarterly sales. The company is looking at the years total sales. The banks are looking at gross sales, the company is looking at annual net profit. Invest in months, follow the banks. Invest in year look at the company's profit over many years. Depend who you are. The SP maybe falling but the value of the business is increasing.
Short sellers always want people to sell, on every bad news, end of financial year loss or the possibility of an asteroid hitting earth. shortseller are like thieves, causing thousands of damages to walk away with $20. Drug dealers do the same.
The company will bring in more cash, simply because there is a demand for the product that it produce. The converters and end users stand to make more than miners. Without the miners, they lose that profit. The miner move to a different customer, the new customer make profit. This apply to all lithium miners.

How about Galaxy lend AJM cash at 10%. Ajm save 5% and give 10% interest to galaxy. Its equal to 15kt of spod. Both wins. No?? There are many options Galaxy can take. However withdrawing cash from the Argentine fund may cost 9m. A late delivery into next month will only cost 1.5m if the contract price is 100/t cheaper. The volume of H2 will make up more than last years total production sales.
An analyst downgraded Tesla twice the last few months, he now rates it a buy. MS think Tesla is 10 but also 340. How do i get a job as analyst at MS. An analyst was bearish on EVs, he traveled to china Ev factories, now he is bullish. Sp move up and down on these opinions .... WTF (well thats fantastic).
People have herd mentality, they follow SP up and down. In retail people don't buy sales, they buy new release at high prices and feel disappointed during sales.