Haven't followed LKE for a few years, but it looks like there is some more potential supply that won't be coming to market.
Capex doubled and meaningful production put off till 2029 in today's announcement. Disastrous.
IDK why they didn't drop 50% today instead of 20, but I'd wager it will head there fairly quickly.
Investors there could do worse than invest here to make back any losses IMO.
Partnering with the technical lithium expertise of GanFeng gives us a great shot at producing top notch product at low opex as per the DFS, we are already seeing how goof their procurement network has been in keeping capex down.
Haven't followed LKE for a few years, but it looks like there is...
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