I also have a fairly large Allkem position. For me, a good return is to be expected at least for about 10 years, because now the electromobility has prevailed in politics and accordingly there is excess demand and until new technologies reduce this, I remain involved. What speaks for the company is the broad positioning. Australia, Japan, Argentina... I much prefer them to the companies in China or exclusively South America or even the U.S. After the merger last year, they are well on their way to becoming one of the top 3 and are thus already ahead of others.
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@Michele1988 Thank you for your assessment. The more I read, the more I am interested in this share. Merci !
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