Running discussion on SP, page-45257

How about we discuss something stock related - as opposed to focusing on poster personality.

Both the hydroxide and carbonate prices have continued their very steady rise. There's a few lithium stocks which have tracked sideways or pulled back in this timeframe. AVZ and other stocks I hold included.

Seems that there's a disconnect from commodity pricing as current - but expect that if peers continue to push higher that AVZ and the sector peers in general should start getting a lift as the prevailing commodity price continues.

Noting the SC6 price on SMM was also rising and sat at $645. Given this is close to many developers feasibility price the commentary regarding - this would be profitable at spot price is no longer a viable argument for disconnect to NPV and prevailing economics.

Also note that the SC6 trailing the hydroxide and carbonate price meaning that it will continue to rise slightly even if the hydroxide/carbonate price tapers flat.



SF2TH