RE:RE:RE:RE:Santa Claus Rally? Seriously, what could go wrong?
Benchmark minerals predicting oversupply until 2028?
Goldman (aka the ones who got it right so far) predicting long-term spodumene price only 1000 USD/t?
Canadian miners like CRE on the upper end of the cost curve, less cost-competitve than Australian spodumene and less cost-competitive than Argentina brines? Africa even lower on costs...
Other Candadian resources like Patriot Battery and Winsome with larger resource and better grades, and well performing management teams?
(....)