Likely potential turn in sentiment with expectations of positive outcomes of trade war that has dampened many industries as well as EVs. Pricing likely to be nearing a bottom as CHiense dpmestic spot has proven to be a lead to contracting prices and marginal supply/demand. 

Whilst ORE has its own issues to content with around weather and mix of product, its quite cheap when assuming long-term contract pricing of USD10k/t equivelent. It is also fully funded for stage 2 expansion that brings supply online when the lithium market is expected to tighten up again.