Li-related News/Articles/Reports, page-635

I concur with that strategy. I won't touch any other Li stock until late next year but GLN looks promising in the long run.

I believe a consolidation round of acquisitions will happen for the whole sector to gain scale because most Li juniors won't be able to make it to their announced volumes without help from industrial equity. The game will be on assessing what producer will get the money from funds to acquire peers, who will be acquired and who will be left in the dark. A completely different market to the speculative retail spree we see now.

On the other side, anode producers will seek to secure supply sources. We are really lucky AGY got it right with the timing to production.