It's bizarre that some people think it makes sense to value this company according to a net production of 1550 TPA when we will have a net production of over 10,000TPA in about two years, and likely about double that in another couple of years or so.
If you think it makes sense not to price in future growth, good luck to you, I guess.
As for lithium prices over the next few years, all signs point upwards. Supply just doesn't seem like it can possibly meet demand, and people are already putting deposits on EVs with very long lead times and frequently being delayed, but they are still putting their money down anyway. The urgency for supply is massive, so sue me if I'm bullish on prices.
Li-related News/Articles/Reports, page-2839
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