ALB offer: has made some people earn a lot of money, even among...

ALB offer: has made some people earn a lot of money, even among us. It has been positive news.
Gina’s coming: By now she has not taken LTR private below current SP, and has blocked the selling to ALB: she considers LTR worths more than 3 $PS. This is positive news.
Lithium price collapse is old news. Most Australian SC producers had benefits at bottom prices (Chris Ellison’s words). Only CXO came into losses, due to their low grade and a very low recovery (lowest among peers, and by difference). This is not bad news for LTR.
The dramatic slowing in demand acceleration is not dramatic at all. Actually is a sustained growth, and the amount of lithium needed in 2024 is higher than that sold in 2023. This is very good news.
Global recession is bad for most sectors. But it may give advantages to LTR against less developed projects. This maybe good news.
Supply coming out of Africa: it has been already explained here. Manono still to be constructed (it was supposed to be selling SC this year), Goulamina negotiating with Mali’s polititians since last June, Zimbawue projects at nameplate capacity will only supply 33% of expected demand growth. This is very good news for LTR.

Yes, you are right. These are amazing times. Life is a survival bussiness.