For me, want BOD just remain focus on reducing opex costs by at least 20 to 25% if possible. Be great to get it down to AJM/PLS levels. Market then stabilise at 1500 for spod for a bit and geo political tensions settle. Then BEOT claim 40% of indicated Li supply not coming online in note and EV sales still on increase . Some issues with lepidolite in China too. Until these things cumulatively happen and they may, then it's a shitty short term play. Unless of course it was shorted but that's not me.
Interesting watching vid posted here with with Graves interview - maybe Aussie posted it. He was clear, don't want to be sending spod from NA to China if possible and whether upstream, downstream or midstream, don't want to be going it alone. Can SYA be part of the soon to be formed oligopolies - need some severe acumen, appetite for risk and connections for that.
Checking back in - in late July/August. Have the movement indices set for proce above/below.
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