AKE 0.00% $9.83 allkem limited

News: AKE Lithium miner Allkem flags fall in production on tight labour market, page-2

  1. 974 Posts.
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    Wouldn't a better headline be that AKE obtains pricing of lithium carbonate approx US$5-6000 a ton more than previous guidance, smashing GS idea of prices falling down to $16K. Anyone want further evidence that won't happen, listen to Joe Lowry's most recent podcast with the guy from Fast Markets.

    But then again, such a headline won't attract so much fury, and clicking on links and discussion, bringing website views :>

    At least the Mt C production downgrade also plays into the thesis, that supply isn't going to be as high as GS is dreaming of.
 
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