Standing in exactly the same situation, and your observations are completely in line with mine. Just can't understand that EV sales aren't better on the world market. Here in Denmark, 50% of new sales are EVs, but this is probably also due to the fact that the operating costs from Diesel and petrol to EVs are 30%. This fact of the poor sales has cheated me a little.

I have always had the same positions in Lac, and supplemented up to the split and after the split I kept 50/50.

Yesterday I sold my entire position in Lac and bought Netflix. It wasn't because I don't believe in the case, but I started to bleed more than is good, so simply had to take a break. I'll hopefully be back in soon, but just need to catch my breath and see what happens. Market decides, but I don't understand it.

Unfortunately, I think interest rates drive the general market and it has been expensive.

Conclusion: I have all my Laac, and will probably write when I repurchase Lac, it could be soon?, would like to see interest rates fall and Lithium rise.