Chris Ellison MIN from the AFR report, thanks Sabine, is threatening to mothball Mt Marion.
I can't see how he can do this with Ganfeng as a part owner, but I get his logic.
Wake up Australia we are providing spod to China for most of the worlds LiOH use at cost or maybe below cost.
They are telling us how much they will pay.
Take away, or threaten supply, things will change very quickly. IMO.
AJM Price at posting:
4.9¢ Sentiment: Buy Disclosure: Held
