Hear from our Portfolio Manager Ray David recent commentary in the Australian Financial Review.
“In the lithium space we’ve been active on both the long and the short”
“We’re long low cost, long reserve producers and short high cost, low reserve producers … the longer the lithium price stays at these levels, valuations of lower quality high-cost miners will come under pressure, especially when these higher cost companies are burning cash, putting pressure on balance sheets. There is still an opportunity for short sellers.”
