“ Cold hard truth is lithium based bull market is a couple of years off…”
Well, that view/assessment is based on various assumptions regarding new supply entering the market in the coming months and years….
…and I think it’s pretty darn clear that in the lithium world, what’s expected/planned to happen wrt new supply does not play out as planned.
So, you might be right, but imo it is not over until the fat lithium lady sings…. and if recent examples from various continents are to be used as examples, she’s far too busy dealing with delays and issues and hiccups and other trouble to even think about singing.
Even BMI’s forecasts of market balance are based on very significant assumptions of supply and demand dynamics…. It is not known what will happen, but imo the supply side just won’t be able to deliver what it thinks it can, when it thinks it can.
….and what keeps this exciting is that …. only time will tell!!!
GLA!
ps. Does anyone have “current” expectations of supply growth from a half-respectable outfit (eg BMI) handy? Tia
- Forums
- ASX - By Stock
- AGY
- General Discussion AGY
General Discussion AGY, page-18685
-
- There are more pages in this discussion • 5,144 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AGY (ASX) to my watchlist
(20min delay)
|
|||||
Last
3.8¢ |
Change
-0.002(5.00%) |
Mkt cap ! $55.32M |
Open | High | Low | Value | Volume |
4.0¢ | 4.0¢ | 3.8¢ | $106.0K | 2.735M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
12 | 1374182 | 3.8¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.9¢ | 13217 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
12 | 1374182 | 0.038 |
17 | 2347269 | 0.037 |
27 | 2819892 | 0.036 |
30 | 2635393 | 0.035 |
9 | 1320292 | 0.034 |
Price($) | Vol. | No. |
---|---|---|
0.039 | 13217 | 2 |
0.040 | 1139479 | 3 |
0.041 | 754698 | 4 |
0.042 | 1564864 | 7 |
0.043 | 2054255 | 5 |
Last trade - 16.10pm 16/10/2024 (20 minute delay) ? |
Featured News
AGY (ASX) Chart |
The Watchlist
JBY
JAMES BAY MINERALS LIMITED
Andrew Dornan, Executive Director
Andrew Dornan
Executive Director
SPONSORED BY The Market Online