The restocking is a myth - having a big pile of lithium just sitting there makes no sense for a manufacturer.
Just in time manufacturing means you order what you need prior to when you need it. Bad for lithium miners - good for cell manufacturers.
Incidentally, How good is Graphite today? Almost like I predicted it. Much more blue sky there than in Lithium IMO - and hardly any suppliers of non Chinese to compete with.
DYOR IMO
P.s still buy graphite, it’s got way further to go, if you want to of course, not financial advice.
Lithium Related Media Articles, page-20670
-
- There are more pages in this discussion • 2,937 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LTR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
96.5¢ |
Change
0.050(5.46%) |
Mkt cap ! $2.340B | |||
| Open | High | Low | Value | Volume |
| 92.0¢ | 98.0¢ | 92.0¢ | $15.00M | 15.73M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 148095 | 96.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 96.5¢ | 275693 | 4 |
View Market Depth
| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| LTR (ASX) Chart |