Chart, page-11042

so many shorters here talk about GXY being shorted because of issues with the company. This in itself proves the lack of analysis...

GXY is shorted because LITHIUM is being smashed... So if you are a shorter, the core rationale would be a belief that lithium is over valued.. (me, i see the opposite and see lithium as equivalent of Oil in the 70's).

Here's a comparison of the LIT Index, SQM, ALB and GXY. 

GXY obviously moves with a higher a beta than the index

What is really interesting here and the arbitrage opportunity is the divergence since Jan 14th (GXY was 2.22 - LIT Index 28.10). Today GXY is 1.97 whilst LIT index is 28.14

So what has changed? Resource increase, not the greatest quarterly but largely known data.

So in the 15 calendar days, is it logical that GXY drops 11% whilst Lithium moves near 0%? 

As is said in another post, AWESOME! i am buying even more at these prices although saving the big bucks for after the end of the US reporting season this week.