The GS update isn't even very different from previous is it? I seem to recall their previous 'advice' was spod prices in 24,25,26 around $800/t - $1100/t. Even Even PLS will be barely profitable at $800/t (probably only saved by the aussie dollar) so it's just nonsense.
A lot of money is leaving the spec market and Lithium market at the moment. AZS has done better than most on my watchlist and in my portfolio.
AZS Price at posting:
$2.42 Sentiment: Buy Disclosure: Held