Meanwhile, PLS sells at the equivalent of USD 7000/DMT on FOB basis (so their end receiver pays for the freight on top of that).
GS is full of shit and we are pretty much in the same situation as 2018. A lot of us remember that when Morgan Stanley made the same comments so they could accumulate more and all lithium stocks went down the drain. They well recovered since but it took some time.
Once again here, patience is required and clearly based on PLS auctions and current demand, the faster we go to the market the better. Common JP
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Meanwhile, PLS sells at the equivalent of USD 7000/DMT on FOB...
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