Member Info for Richyf3

Something definitely happening , think we could see a new fund coming in . I was speaking with a fund from USA regarding Andrada a month ago , they actually knew of the company and very much liked it .

Big houses are splitting on #lithium. 2026-deficit camp: JPM, Citi, UBS, Rothschild, Arcane, Fastmarkets, China Sec. On the fence: Canaccord & BofA (balance in ’26, deficit ’27–28). 2030 camp: Morgan Stanley, Macquarie, WoodMac, IEA, Goldman still talking late-decade. #BESS #EV

When one of the majors finally flips — especially Goldman — and pulls their deficit call forward from 2030 to 2026, it’ll send a shockwave through the entire lithium complex. We’ve already moved from the grand bottom into the early stages of a grand squeeze: spot is tightening, futures have lit up, LiOH is leading, Li₂CO₃ is chasing, and quiet restocking is underway. The models simply haven’t caught up to the tape.

And that’s the real story — the market isn’t fragile; the old institutional forecasts are. Most big houses are still running 2023–24 assumptions: oversupply, weak demand, high inventories. They’re modelling a world that no longer exists while the physical market is signalling a very different 2025–2026 reality.

When a top-tier macro desk updates, everything shifts at once:

🔥 every other modelling team is pressured to revise

📈 funds rotate from “underweight” to “must-own”

🏭 converters and cathode makers accelerate procurement

🚗 OEMs move from relaxed to urgent

🏛️ strategic buyers realise the timeline has collapsed

This is the part people underestimate: it’s not just a forecast change — it’s a coordination event. Once the street’s consensus jumps forward by four years, sentiment, capital flow and procurement behaviour all snap into alignment with what the fundamentals have been screaming for months.

That’s when you stop seeing a slow grind and start seeing a proper re-rate — because the narrative, the data and the price finally point in the same direction. And right now? We’re only at the opening act of that alignment. The squeeze hasn’t even gone mainstream yet.

Post I saw today

Lithium prices rebounding over 30% this year great to see .

Demand is only ever rising for tin tantulum tungsten copper etc . We are in perfect Situation and jurisdiction

Https://www.reuters.com/world/africa/congo-extends-ban-trade-minerals-sites-war-hit-east-2025-11-17/

Anyone selling here is not going to be happy , the company is at a pivotal stage in its mining journey , the lithium and tin tungsten prices are showing us the demand and future forecasts of what to come . I’ll be taking advantage of any further drops .

It’s about setting the right environment for SQM to either buy us out or invest more money , this is most encouraging to see

The lithium rise continues ! The timing is perfect here .

Nov 18, 2025

#Lithium Carbonate 99.5% Min China Spot

Price: $12,268.91

1 day: $+175.47 (1.45%) 📈

YTD: +19.61%

#Spodumene Concentrate (6%, CIF China)

Price: $1,056.00

1 day: $+32.00 (3.13%) 📈

YTD: +29.41%

Buying now I would be ;-)

Yeah crazy that !!

1million buy nice

I made the prediction of the ten year mining cycle kicking in , a few people said I was wrong but I’m definitely thinking otherwise , tin copper tungsten gold silver all flying . Demand for critical metals is only getting stronger by the day , new mines aren’t coming on mine , tin is prime example along with copper .

Lithium just breached $1000 this is a lovey move this year. Plus tin prices rising again this is setting up perfectly

Nov 13, 2025

#Lithium Carbonate 99.5% Min China Spot

Price: $11,828.64

1 day: $+147.24 (1.26%) 📈

YTD: +15.32%

#Spodumene Concentrate (6%, CIF China)

Price: $1,001.00

1 day: $+17.00 (1.73%) 📈

YTD: +22.67%

Some chunky money positioning itself here

Indonesia’s refined #tin export crackdown happened exports in October. Exports down -44% MoM, -53% YoY.

Don’t forget Indonesia is the LARGEST global exporter of refined tin.

This is the reason for the upwards movement in tin prices!!

Sentiment regarding tin lithium tantulum tungsten is all looking very bullish !! Re_rate coming here very soon .

Https://www.reuters.com/markets/commodities/tin-breaks-higher-indonesia-cracks-down-illegal-miners-2025-10-03/

Lol

Just shows the market disconnect here , we should be trading at 5/6p levels at least in my opinion .

Tin motoring along nicely

#Tin price: 36585 (+763, +2.13%)

2:40pm London $Tin metal.com/Tin/LME_SN_3M

Fantastic article show casing what the company is doing with growth supporting local communities and the country