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[@matt_fernley](/creator/twitter/matt_fernley)
"@melancholiac161 Not really. As you'll see from the video I said it was time to bottom fish over X weeks ago"  
![@matt_fernley Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1035463949934882819.png) [@matt_fernley](/creator/x/matt_fernley) on [X](/post/tweet/1946179729184174501) 2025-07-18 12:06:20 UTC 4866 followers, XXX engagements


"I asked a technical analyst to flag key resistance levels in the GFEX lithium carbonate future and they flagged Rmb70000/t (US$9.7/kg) as the next breakout level Rmb77900/t (US$10.8/kg) as a prior trend trigger and if prices went through that medium-term targets around Rmb82850-102100 (US$11.5-14.2/kg). What would that mean for stocks Well at prices around US$10.8/kg most low-cost brine assets are profitable and that only becomes more so at US$11.5-14.2/kg. It's a similar situation for miners with implied SC6 prices around US$850-900/t at the Rmb77900/t level and north of US$1000/t at levels"  
![@matt_fernley Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1035463949934882819.png) [@matt_fernley](/creator/x/matt_fernley) on [X](/post/tweet/1946138032056246556) 2025-07-18 09:20:38 UTC 4871 followers, 9703 engagements


"Great to speak to @LithiumIonBull and @stevelevine on #batteries and breaking news on #RareEarths"  
![@matt_fernley Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1035463949934882819.png) [@matt_fernley](/creator/x/matt_fernley) on [X](/post/tweet/1945520416069497056) 2025-07-16 16:26:27 UTC 4866 followers, 3448 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@matt_fernley "@melancholiac161 Not really. As you'll see from the video I said it was time to bottom fish over X weeks ago"
@matt_fernley Avatar @matt_fernley on X 2025-07-18 12:06:20 UTC 4866 followers, XXX engagements

"I asked a technical analyst to flag key resistance levels in the GFEX lithium carbonate future and they flagged Rmb70000/t (US$9.7/kg) as the next breakout level Rmb77900/t (US$10.8/kg) as a prior trend trigger and if prices went through that medium-term targets around Rmb82850-102100 (US$11.5-14.2/kg). What would that mean for stocks Well at prices around US$10.8/kg most low-cost brine assets are profitable and that only becomes more so at US$11.5-14.2/kg. It's a similar situation for miners with implied SC6 prices around US$850-900/t at the Rmb77900/t level and north of US$1000/t at levels"
@matt_fernley Avatar @matt_fernley on X 2025-07-18 09:20:38 UTC 4871 followers, 9703 engagements

"Great to speak to @LithiumIonBull and @stevelevine on #batteries and breaking news on #RareEarths"
@matt_fernley Avatar @matt_fernley on X 2025-07-16 16:26:27 UTC 4866 followers, 3448 engagements

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