I somewhat agree. In the case of ALB who is forecasting 55%...

I somewhat agree. In the case of ALB who is forecasting 55% sales growth for 2023, plus maybe able to add some additional production to boot makes little sense that they were sold off so hard today. Livent will also be nearly doubling production this year and investors have largely thumbed their noses. These are proven producers who have a track record, so they should get some credit when they forecast this much additional revenue. PLL, SYA, Core and others have lots of potential as well but I would not count out someone like ALB finishing the year up over 50% from here.