I am pleased to report that the stock has rallied by just under +25.0% in the intervening period and has even outperformed Antofagasta ANTO LN over the last 4 weeks.
Metal prices continue to appreciate thanks to a combination of geo political concerns, the AI boom, energy transition and tight physical supply.
Lithium, which was friendless at points in 2025 has rallied by almost +44.0% in the last month .
That was reflected in an +8.0% rise in the stock price of the worlds largest lithium refiner, Albemarle ALB US yesterday. See the first chart below – then look at the second chart which shows the 10 year price performance of Albemarle. I will be watching this one closely from here.
