EV/Lithium, page-679

...nothing to get too excited about, Spodumene barely moved, still under $1100.

...at $1200, LTR @91c trading at 2025 PE multiple circa 72x, assuming production is not delayed or compromised as a result of funding difficulties.

#Lithium Minerals Update

Carbonate 99.5% GFEX Futures 94.6k RMB/t -2.5%
SMM Spot 91.7k RMB/t -%

Hydroxide 56.5%
SMM Spot 83.15k RMB/t -0.1%

Spodumene SMM Conc. Index $1080/t -0.2%
Platts 6% $980/t -%

https://x.com/CarlCapolingua/status/1806283753465258129