It's good we have a bunch of US investors on board here like you
@Rlith that can see much more clearly how the rest of the world is looking at renewables, and can already see the EVs on the roads etc. You drive one as well - I think you said in a post a while back.
Here we still have a government intent on using things like the state-wide black-outs in SA to down-ramp renewables when it was clear that those who were already ahead of the curve with solar and battery installs were the ones who suffered the least.
I was in a similar situation very recently and that's why I have a guy coming round tomorrow to quote on a solar and at least a modest battery installation.
Now that Trump is headed for the reject bin of history it's worth considering the positive effects of what the Democrats have planned for renewable energy - plans that have been stalled by the Republicans for over a year.
I'm banging on about this because this has every sign of becoming a very positive turn of events for US energy policy, and one that should put them back in line with the kind of policies that are being rolled out through Europe. And then Australia will finally be shamed into doing the right thing as well.
Hillary's plan is for 100% of household power to come from renewable sources within 10 years.
http://www.pv-magazine.com/archive/...n-solar-panel-pledge_100020340/#axzz4MvgJQQK4
Half a billion solar installations within the first 4 years ( in a plan that has been described at being at the limit of what is possible within that period). Obama's Solar Ready Vets Program aims to create 75000 solar jobs for ex-military vets.
http://www.pv-magazine.com/news/det...solar-job-initiative_100018924/#axzz3h4ZX9RXp
These new plans could now be rolled out post US election.
The flow on effect will be a massive surge in demand for home battery installs and further increases in load-balancing and grid storage applications. Even the US Defense force is now beginning to procure and stockpile lithium as a critical resource.
Should this US election swing the Democrats into power with enough to command even slight house and senate majorities they could brush aside the Republican pro-fossil fuel lobby and rebalance the US energy subsidies (which currently prop up the dying coal industry) in renewable's favour and create an accompanying rush in lithium demand factor that no analyst has currently factored in. I believe home battery and grid installs will match the current EV-driven demand projections, despite the fact that in this field there may be other competing battery techs. Lithium batteries will benefit from a combination of R&D and cost-curve reduction from scale of production more than any other competing element ( vanadium/flow batteries etc) and take the lion's share of this market. As it already does in China at this point.
It's a very cynical exercise in manipulation for Galaxy's share price to be put under pressure from shorting right now.
We are the flag bearer for 100% asset ownership ASX pure-play lithium as the next to ship independent supply that is not tied up into the Big 5 cartel's vertical strategy - and it seems we are getting the brunt of negative attention simply because the whole sector is looking to us to provide guidance on pricing and demand.
Neither of these are possible right now as the plant gears up for first shipment. Only that the current contracts have set new pricing records and still have patient customers waiting by the docks, wanting more than we can make.
Hence the current window for skewed demand analysis, down-ramping and shorting.
However -
If the current negotiations over 2017 pricing and finance options for SDV come up with good numbers then the whole sector should get the positive signs it is waiting for.
It seems the market has simply forgotten that Galaxy's next step will be the proof that, irrespective of what some closeted and dishonest analysts at the banks are saying, that this company is in an excellent position to exploit
current demand and post another record pricing for it's next contracts.
