Running discussion on SP, page-72670

For me its about the basic supply and demand forecasts out to 2030, there is simply not enough lithium. There is also heavy discounts given fears surrounding the big R. You have SQM making 10x on last quarter, PLS making 7k/t each BMX auction, AKE talking very robust pricing going forward... once you start looking at yearly earnings as compared to market caps I think money will pour back in and we will have another lithium rush.

If AVZ is off suspension with the full gamut of good news, ML, BFS (expanded scenario), FID, cath deal done, SEZ, not a major disruption to timelines and maybe even some unannounced news around exploration targets and future battery council plans... why wouldn't this rocket up? Compare risk now to risk once all the above is sorted.

All IMO