Thanks for posting this. Having read the article in full, GS have zero credibility in my eyes in the Lithium space.
Here are a few of their gems from last December:
* price target of $205 for Abelmarle (now $260)
* price target of $23 for Livent (now $32).
They must have a lot of angry investors who followed their advice then, perhaps they're trying to knock prices down to seem more credible.
Like others have said, industry experts can't see supply meeting demand, but some dude from GS, whose analysis last December was completely out to lunch, says differently and everyone panics.
Nice time to top up methinks. I grabbed some more this afternoon.
Goldman and opinions, page-61
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