Good post.. It reminds me of MLs tweets back on sept 1. He mentions a few times about how AGY is well respected in china and in particular about Qinghai Lakes and how Li recovery rates are high in comparison to Li recovery in Qinghai lake (30%) (several tweets actually!)
As Onspeed suggested above something has changed to cause such a big jump in the SP and its not just due to DD.
So could it be QL related?
In other ML twitter chatter he wrote about how Airguide spent a week r/ving QL processes etc - and this being a reason for support of AGY (all on sept 1st).
So its all speculation, but again, why would he tweet/write about that on several occasions.
Tweets are weeks old now but it is good to go over all things regarding QL.
Just like the tweet by Alex regarding argosy magazine prices going from 25c to 1.oo
IMO in think there's something big going on behind the scenes and its to do with QL. Could be way off, but that's part of my rational for the SP heading so far north.
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