First up, thanks for your offering, however I see/feel/and think differently to the "experts" proffered.
"Three analysts on ABC Radio ..."
Strike one. Yeah, I'm a bit biased too.
"Their argument went that large global companies like Albermarle would not reduce production at mines like Greenbushes if they thought the Lithium downturn would only last a year."
Strike two. Joe Lowry claimed that Albermarle was the worst managed lithium company in existence and hadn't mined since the '80's.
Another thing is that they are NOT in control of Greenbushes. Think about that for a moment regarding the manipulations and what country it is coming from.
"This view was in line with the [Chris]Ellison [Min Res] opinion that he did not expect an upturn in Lithium pricing probably until 2027."
Strike three. I don't believe the Chris Ellison's of the world are the best source of lithium info and are in touch. He has his fingers in more that just the lithium pie, so it's a divided attention at best. I'd put more credence in what the two Tonys' have to say; Tony Seba and Tony Ottaviano.
Why you may ask am I so sure that Chris is a dud? Well, when he wanted Atlas Iron (ASX:AGO), and couldn't have his own way, he ridiculed the hold out share holders as a bunch of whining and bitching grumblers.
Not someone that I would care to associated with and IMO is NOT made of true grit or integrity, certainly lacking diplomacy and in my view uneducated regardless of any paper qualification(s).
Have a listen to Ken, you know, the ex PLS CEO who is now CEO of PAT, on this here; Post #:75546088 This dude is in touch!
(that should be a live link)
That's my take for what its worth.
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