I had a skim on LSC, I think it would be at similar position as AGY.ax, probably better than AGY. LSC is partnering with Enirgi (50%), exploration target for one project is 1Mt LCE.
I think their valuation is good, but I think AVZ is way undervalued.
I like their bullish forecast of lithium demand in 2026, fetching 1Mt LCE.
cheers.
Running Commentary on the SP Movements., page-5310
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