CXO 0.00% 10.0¢ core lithium ltd

Banter and general comments, page-21529

  1. 11,017 Posts.
    lightbulb Created with Sketch. 3689
    If you want to know what the truly big global producer of Lithium thinks (short and long term) and NOT the investment banks look here
    https://s201.q4cdn.com/960975307/files/doc_events/2023/Jan/24/2023_01_ALB_Strategic_Update_PPT_Web.pdf

    It's not a cross promote (and it doesn't trade on the ASX either)

    https://hotcopper.com.au/data/attachments/4996/4996086-b96f0907348a520ef98d6132e27e8619.jpg



    and why we will be in a "supply deficit" for a long time (China is a "command economy" - when we become disconnected from them who cares what they do - they can command all the marginal Lepidolite sourced lithium they want to - the West wont buy it if they are truly ESG committed)

    https://hotcopper.com.au/data/attachments/4996/4996090-3070ff82ddca9710d3a2722be9a1ed02.jpg

    https://hotcopper.com.au/data/attachments/4996/4996092-d655644db37efd7e515b53cf795817d0.jpg


    And this is how they see themselves pricing their product

    https://hotcopper.com.au/data/attachments/4996/4996088-55c7f59898fcb969cfc16727333581bf.jpg


    Nothing goes up in a straight line.
 
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