The pricing is very, very toppy in the spodumene market at the moment, but it may well stay so for a while, so we want to keep an oar in the water there.”
Eley Griffiths’ preference is for lithium miners in production, such as Pilbara Minerals, and Allingham suggests the valuations for popular pre-production players may have run too hot. “The money’s cycled out of, I guess, the more mature producers into the sort of pre-development-phase stocks where there’s clearly more speculation down there,” he says.
valuation, page-10
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