LTR: Short squeeze coming for shorters - 2nd highest likelihood in all ASX, page-3639

No but numbers speak for themselves. They’ve made multi billion profit on elevated prices. As prices track lower than peaks, their Achilles heel become evident .

I think they’ve been trying to improve since 2017, Yeap for 7 years, still stuck at 5.3 -5.5. Their md struggled to explain the low grade and recovery 7 years ago. I was at the Sydney conference. The MD struggled and ridiculed the hotcopper posters instead. Then he ran to the wildernes of Quebec. Exploring is easier than fixing the dms I suppose

This low grades and bad offtakes didn’t matter when sc6 was above usd3k

Can you explain Why was their realised price nearly 1/3 of greenbushes in q423 (not talking here about profit, just realised prices)

Btw Im not trying to win your confidence or influence you in my post, I call it as I see it, and not correct all the time either. But it’s your money, it’s your call