AKE 0.00% $9.83 allkem limited

ORE Chart, page-1045

  1. 2,774 Posts.
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    Cheers

    I had my head phones in but was semi distracted with other work at the time. So yes, I need to go back and have a good listen to the call.

    No offtake and selling into a rising spot market (sustained lithium deficit) would make a great deal of sense.

    I want to see some more action at SDV. They have been tinkering away there for years with a pilot pond and some dirt roads. They got the merger, they now have the balance sheet and the liquidity to fast track development. Debt has never been cheaper. Its time to gear up and accelerate SDV by combining stage 2 & 3 together.

    There are no excuses now and the market will absolutely punish the share price if the company does not (at a minimum) meet time line expectations.


 
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