It’s pretty clear that US listed lithium companies are mainly...

It’s pretty clear that US listed lithium companies are mainly valued on current and near future earnings and less so on long-term growth prospects. ASX listed lithium companies tend to be the reverse, and long-term growth is heavily priced in.

Conpound that with the realisation that conservative pricing needs to be the order of the day, because no-one can accurately forecast the China situation, and you get share prices like now.

The silver lining is that the last upturn also showed that US-listed lithium companies respond to earnings, so significant lithium price increases or successful growth both should lead to share price accretion.