From low $2 to +$10 in only the past six months shows imo what happens when people get excited about future demand and prices growth, and reducing reliance on chemicals supply from China. Sure, there is some speculation of some type of deal with big fish who will need product, but that all seems pretty reasonable imo.
....Btw I know of some other company that has a couple of Li assets that also aren’t tied to China and could certainly assist some of these big fish to get hold of what they’ll need in the coming years!
Imo potential for combined capacity from GXY of 70-90ktpa LCE out of south and North America is something that should get some serious attention soon.... they’ll be fighting over it in a few years imo.
I want to ultimately see SDV at 50ktpa and JB with conversion at 40ktpa.
That would be nice. Very very nice.
Gltalth
Imo
DYOR
Chart, page-19070
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