I think the Benchmarks call is way off base because the majority of producers and developers will be shutting shop at ~10k LCE per tonne and all the inventory will be used up in a few months. I think their analysis is shallow and wanting. I also think the Lithium price will be back up above ~30k in 6 months.
AGY Price at posting:
11.0¢ Sentiment: Buy Disclosure: Held
