Thank you for taking the time to summarize Allkem's near term growth prospects v forecast demand.
You have highlighted the looming supply deficit.
For those still interested in the dividend question posted by @Trings to start this thread, search the AFR interview with Martin Perez De Solay dated February 4th.
Martin comments on the mechanics of how the Argentinian government will allow AKE to pay a dividend.
Cheers.
AKE Price at posting:
$11.40 Sentiment: Buy Disclosure: Held