Some calculations or anything more than 1 sentence?
Let me show you an example of what would resonate well with a community of investors:
SQM's results have them trading on a PE of 24, AFTER the crash (i.e fair value after pricing in the content). GXY trades on a PE of 10
SQM result and ALB point to the same story - "We are surprised by the demand of lithium". The big positive however is their surprise on pricing in Q4 which holds well for the industry
If at all and sad to say, our competitors grief is our glory. This holds true as long as they continue to paint a rosy picture on the industry which is 100% what is happening.
So in summary, we have a lot of supply being constrained given Mt Cattalin a Boost and in parallel Sal De Vida becomes more attractive given is a ready operation to capitalise on the supply squeeze
Care to share a shorters lens similar to the above?
GXY Price at posting:
$2.19 Sentiment: Buy Disclosure: Held
