General Discussion AGY, page-41

Seems the LIT being down 6%, ALB/SQM and Livent all down due to ALBs Q4 showing lithium prices fell. Surprising people are so short sighted. You can bag Joe Lowry all day but he generally knows what he's talking about when it comes to lithium and I agree with him 100% there is going to be a massive under supply in the next 1-2 years. Despite all major car brands converting to EV, there has been no new significant increase in lithium supply. Even Musk, who is the man, clearly doesn't realise how difficult it is to get it out of the ground at decent quality. According to Lowry, Tesla still get all their lithium from the major companies and zero from their new offtake agreements. He is quite bearish on Vulcan also. If all goes to plan we are going to be in a really good position. Clearly still risk involved but there's not many things now that can get in our way. Have a good weekend guys, ignore the a-holes and DYOR.