We all need to pay attention to this latest sign of major Lithium players $Pilbara Minerals Ltd (PLS.AU)$ $Genesis Energy Ltd (GNE.AU)$ acting counter cyclically & growing beyond their 'teenage years'.
More vertical integration with the lithium players moving downstream should IMO:
o enable more value capture through a lithium units life cycle,
o smooth earnings away from volatile spot lithium prices
o enable a multiple re-rating towards the promised land of 'speciality chemicals'
In the last down ...

G'day, mooers! Check out the latest news on today's stock market!
• ASX tumbles 2.3%; major banks shares fall
• Top gainers: $Origin Energy Ltd (ORG.AU)$, $APM Human Services International Pty (APM.AU)$, $TPG Telecom Ltd (TPG.AU)$
• Top losers: $Allkem Ltd (AKE.AU)$, $Liontown Resources Ltd (LTR.AU)$, $IGO Ltd (IGO.AU)$
- moomoo News AU
Australian shares plunged 2.3 per cent on Friday as a sell-off in US bank stocks sparked by concerns over the...