Lithium research with KDR overweight, page-4

Like this as well. Note price.

"In the absence of a liquid futures market for hedging purposes & limited institutional investment exposure, lithium shares are vulnerable to targeted short selling. Shares have corrected substantially over the past 6-8 months and are priced for failure, despite ex China lithium chemical prices rising (LAC chart)."

As people have already noted a positive announcement will not necessarily kick start KDR.

"Financing for juniors is more difficult than ever, further delaying future project supply (2025 820ktpa forecast). Without credible JV / off take partners, many junior companies are unlikely to survive."

However a major announcement that provides a articulated pathway to establishing a refinery will provide the necessary catalyst to recovery.

The question is how much!?