Running discussion on SP, page-39331

I’m looking forward to seeing what unfolds once a likely SC6 OT with Yibin/CATL gets announced.

Obviously I see a big spike and rerate in the SP happening as it did with the Ganfeng announcement.

But of particular interest to me is how the SP action continues to move after this. Part of me still suspects CATL/China has been intentionally suppressing our SP for years to try get the best deal. Once OT agreements are signed and committed to, if that has been what’s happening will the handbrake be released and will the selling pressure that seems to come with rises no longer be there?

All just musings on my behalf but I will be watching with very close interest and it’s possible we may all be surprised at high easily the SP moves up and stays up from then on.

AIMHO