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  1. Rupfel
    10,633 Posts.
    lightbulb Created with Sketch. 1368
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    30/06/20
    23:11
    Post #: 45552159
    I guess you saw that was lionergy an AJM offtaker.
    The last AJM offtaker in the jig saw puzzle all alive and well post covid and Chinese downturn in EV battery makers post removal in subsidies in 2019.
    Apart from Ganfeng it's hard to find info on offtakers.
    I note tweets from U.S. Li Guru's changing guard in ref to AJM begrudgingly.
    AJM Price at posting: 6.1¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 7  Upvote
    lightbulb Created with Sketch.  Great analysis
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