PLS 3.28% $2.83 pilbara minerals limited

Good News & Bad News, page-36361

  1. 6,349 Posts.
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    Interesting divergence between HK (China) lithium stocks and the rest of the world. This is looking more and more likely we will get a global price differential (decoupling) between the major markets.
    The fact that most markets outside of China have little production capability at present means the shorters have got time to cover the "western market" short bets. They are probably long/ short investors playing off the differentials between lithium suppliers in both markets.
    Perhaps a counter strategy could be for a hedge fund or two to short Ganfeng & Tianqi to put a bit of pressure on the flip side of their trades???
 
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