LKE 2.78% 3.5¢ lake resources n.l.

LKE towards TOP-5, page-16946

  1. 4,365 Posts.
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    Long term price is $30,000T after 2030 to maintain incentive. $65-$70K for next 3 years (flat prices)
    Spod just over $2,000T

    Sub $20K long term forecast is just lunacy - marginal producers wont survive.
    No one can be in business at $11K
    The above from Rodney Hooper. Fascinating panel (I emailed Mining 121 a couple of days ago to remind them so thanks for posting @stacky50)

    Stu's comment about Argentina feeding into US battery producers under a possible FTA - sounds great.

    The DFS is going to be interesting
 
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