the technician
Emerged
I have a theory about that most of these Hydroxide plants that a producing minuscule production numbers as well as some of these gigafactory cathode battery plants are all pumping failed lithium efforts back in to the supply chain via recyclers and the so called experts I’m sure you know who they are have completely missed it JL himself on MOM said recycling was 10 years away at least .View attachment 50875
Yet spot price continues to fall.....
Price sitting on support, failure to hold there, then sub 100,000 beckons.
Hence the reason why PLS, CXO , SYA, AKE producers and every lithium coy taking a belting right now.
I notice you hold three of these coys plus AVZ.......if you are interested , tune into AVZ thread and have a read there about the latest news, i recently posted about the AGM machination , within AVZ , you will see a TRADING OPPORTUNITY thread, i cover PLS, CXO, SYA regularly TA wise..........unfortunately the pain continues.
Just got to hang in and wait for lithium sector sentiment to improve........it will, just a matter of when ?
imo
Safe to say I’m not concerned .
Warmest Regards TT