General Discussion, page-9465

IMO the market is starting to sort out the low cost (in both opex + capex) lithium stocks from the higher cost.

Atlantic (in Ghana asx A11) is the same price now as it was back in August. Back in August SC6 was selling for $3400/t. Although A11 still hasn't commenced construction or finalised funding, it will be a low cost producer - probably lower cost than Leo because it's close to port & uses DMS only (WOF more expensive). (Disclosure I have owned A11 in the past, but no longer hold)

If you look at all the other Lithium stocks (except those subject to corporate action) they are all significantly lower now, whether a producer, developer or explorer. Medium cost producers like PLS have lost about 33% in that time, high cost producers like SYA, CXO have been crucified. Even successful explorers sitting on large deposits like Winsome have dropped 75% in that time, Galan down 50%.

No doubt at all the market will hit us when we come out of suspension, hopefully we'll get an update on OPEX, IMO once the market sees we can be profitable at current or lower prices all will be forgotten.