Current SP and any other thoughts, page-185

I think we have to take into account the strong US$ forcing commodities prices down. Unfortunately it is a double kick in the guts for us as the POG is well under US$1200 now and still falling.

However, I still firmly believe that our current share price has no correlation to the value of our Li project - our project is worth much, much more than our current SP IMO.

Also, for what ever reason, 'the market' seems to have been taken in by this demand side story of extra capacity being delivered to the market in the next couple of years. Well, I don't buy it!