From the malmanu's link:Bull points
- Soaring lithium demand
- Established player
- Integrated model cushions price swings
- US/China split operations
Bear points
- Lithium price could drop in 2023
- Weak investor sentiment
The bull points seem firm, but the bear points seem iffy. "could drop". Also the "weak sentiment" seems strange - considering nearly 2% of SOI get traded each day, but the share price is refusing to drop to GS's target of 95c.
Banter and general comments, page-20970
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