All in IMO, no advice, just thoughts......Fundamentals are the...

All in IMO, no advice, just thoughts......
Fundamentals are the same from 24 hrs, 48 hrs, 72 hrs, last week:

PLS is an operational mine
Good management
Finances in order
World class deposit of high grade
Good location for world supply
Low sovereign risk
Increasing future demand in all E fields and uses
Increasing EU activity
IMO US will need to find resource (fast) - re Senate inquiry - to keep pace
167 gigafactories coming down the line
Hard to get or no investment for new projects to give future capacity
Increasingly depleted level of raw materials at existing converters

What happens when LiOH cannot be produced (small or large volume)?
bit of a disconnect at the moment, waiting for the light bulb moment.
S**t, no batteries, why?

Musk in it for himself - not sector - low cost manufacturing - maintain/increase profit at expense of......

Short cover probably taking advantage ('nice disguise you're wearing today', 'why thanks. Didn't think you'd notice') Will be interesting to see totals next week - might be down to 80-90M now? maybe? Just a guess due to volumes. Cannot be substantiated until the future.

Good luck all.