RE: Lithium Prices31 Oct 2021 12:14
You see I've read the numbers, and the run numbers, many times. Opex, capex, spod prices. One doesn't need to dig very deep to see that the current SP is inexplicable.
It must change eventually, has to. And spod prices are still rising.
One entity that have run the numbers, is PLL. Their last almost casual purchase at 25p, they absolutely know what they have here, and I wouldn't mind being a pound behind Keith Philip's and co. over the next few years shoes. Build it, mine it, sell it. The whole value chain is aligned.