lithium pressure cooker, page-194

My strategy would be to buy the strongest out of the pack if Ganfeng is reversing. My preference would be ORE which is 'reversing'. All its peers are at best being pulled up speculatively as the divergence is quite clear.

I also suspect CATL purchase is just a window of opportunity when the valuation of their board seat was considered cheap from a willing company with all to lose. Do you see GXY purchase of A40 debt as a defensive play to preserve their interest or a speculative stab because they are bullish the sector? In fact the safes way to invest in PLS but require big bucks is to buy the corporate bonds with a sought after coupon rate now considered premium return from where the yields were trading when I last inquired, require a bloomberg terminal which I do not possess. The BH 'owns' the mine, not the paper holders unfortunately as you saw from A40 collapse!