With respect to SP performance, here is the historical tally...

With respect to SP performance, here is the historical tally I've been keeping of the sector since the 2018 highs. This is the percentage decrease since those highs.

* 70% down on average. If you exclude KDR which was saved by its sale and MIN who is not a pure SC6 producer, its closer to 80%.
* AJM lumped in with explorers in terms of SP retraction due to the recent financial worries but likely has a nice rerate in store if it can prove financial stability in this low SP6 price market. It should be near PLS levels (maybe 70% = 14c or so...which was for a long time a stable base) given the plant is running far better.
* The sector has been moving sideways for 3 months or so now hopefully at the bottom in the gutter This depends on carbonate/hydroxide/SC6 prices having bottomed out. Quite a few on record saying we are close.