Sure
1. Calix announcement has got to be close
2. Border opening- people are being employed
3. Both mining and refining are ramping up
4. POSCO hydroxide plant is progressing
5. Going to make more money this quarter than last
6. Prices are still going up
7. On the road yesterday and there where spod trucks everywhere
8. Both Kemerton (Alb/MIN) and Kwinana (Tianqi/IGO) are starting to take spod - supply is only going to get tighter more pressure on prices
9. Putin is a market distraction
Sure1. Calix announcement has got to be close2. Border opening-...
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