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.
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The GS update isn't even very different from previous is it? I...
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