Buying again at these levels....I don't see see the new regulations in Argentina as being a problem at all for Talison, as their Salares 7 project is in Chile on the Puna Plateau, however, recent articles about that development may have spooked some investors......
The Province of Jujuy, Argentina recently declared lithium a strategic commodity, that was the story. Each province there has their own separate legislative authority, so what happens in one province does not affect activities in another. It is possible some investors mis-understood that event. Companies like Rodinia Lithium (RM) own properties in Salta Province, (next door to Jujuy province) and RM price also dropped, although, again, RM is not affected by the declaration in Jujuy.
I think there is an over reaction here and I believe it is a buying opportunity. Looking long term, and I'm a buyer again this week. Some might say I'm catching a falling knife. I don't think so. Opportunity is never easy. That is why so many people miss out on opportunity.
Just my thoughts.
disclosure: long TLH, RM
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