SYA Weekly Report, page-220

Weekly Review Li Stocks - 2nd May 2025

Here is the weekly review figures and charts that I do every week. It is useful only for those interested in trading or those who hold multiple shares and based on performance would like to keep re-balancing as we go. I do hold a number of Li stocks and like to trade. This is the reason I include a number of Li Stocks in my analysis.I also have performances of Li stocks for 2024 and 2023 - for those interested in looking at longer term view.

Please note:
This is no reflection of all AU Li stocks as I have only included those that I am interested. In my list are shares that I hold, held before or planning to buy in near future. Since this is my list, I may have missed some good stocks. The averages are simple averages and not weighted averages. So the average don't reflect AU Li average. This is just for my tracking and analysis. I have both ASX and US stocks in two separate figures.

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Please note that all my analysis are from a trading perspective looking at short-term view.
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This week I have not added any new stocks to list, so my list still contains 90 stocks.

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.Please note that I was away for a month, also in very opposite time zone, so was not able to make any posts. This week's data, I have compared to a month back, so the change is for a month. From next week, I will have weekly data.
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Lithium Sector Overview -
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From a monthly perspective, SYA had a gain of 13%, moved from 1.6 to 1.8. On a weekly perspective, a small drop, from 1.9 to 1.8. SYA is playing Li macro. The Li macro has not yet improved. No clear signs of reversal yet. Spot price still tight, still doing small drops every week. So it looks like more wait for now.
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Major price action indicators were down -

• ALB - gain of around 4.5
• Ganfeng - Loss of around 4.5% for the week, Tianqi flat
• PLS/LTR - PLS flat for week, LTR drop of 9%
• Spot Price - Down slightly for the week, I think around 0.2%

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So what do these numbers say? LALB is trying to make a recovery, but not helped by both Chinese and ASX Li stocks. This has been the story do far. When Chines Li stocks took a lead, and Ganfeng was inching towards 40, both US and ASX Li stocks did not get ahead. We need all jurisdictions to gain, to have a sustained gain. Its not happening. So another waiting game for now.
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So what may happen next week? On Friday, US Li stocks had moderate gain. General markets decent green. So should be a positive start on Monday, and then wait for Chinese stocks to provide direction.
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Here is the Figures for the Week:.
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Figures for US Li stocks
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