General Discussion AGY, page-18665

Seeing lots of evidence of an oversupply recently. Spodumene producers are starting to store some of their product for the longer term and not sell it in the present because there's too much going to market at the moment.

Yes, China can "manipulate" the market but only in shorter term waves by restocking and destocking and the extent to which they do that and whether they do that in unison to create an effect. This does not last longer than maxxxx 12 months. The narrative of longer term manipulation as opposed to oversupply is false and excuse to make people feel better.

I'm happy seeing the oversupply. The strategy is clear.... Accumulate cheaply (relatively) over the next couple of years and enjoy when the next undersupply and boom hits. Maybe this time Jerko will actually have company progress aligned with the periods of positive lithium market sentiment. 3rd times a charm?

This is not to say company progress won't happen and improve share price. It will. But will remain undervalued and therefore a buying period and not a selling period.

The sooner people accept this and achieve inner peace the better you'll feel, and will have your head in the game for what the strategy is -- an accumulation game for the next while.