If offtakes are anywhere near ready, riding this momentum into next week would see the sp explode imo. If we don’t hear anything now for several weeks, I would personally expect a plateau/retrace to 4.5-4.6c as we’ve seen this week. I think that’s fair value as things stand.
of course fantasies of an agreement with Tesla change that. If only…
I got in at 4.5c and was expecting red red red on a retrace for the short term. Things have gone much better than expected! Let’s hope they have a plan to keep wind in the sails.
all imo but keen to see where things go!
If offtakes are anywhere near ready, riding this momentum into...
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