Just traded the swings a number of times A/C, to keep me nimble and on my toes.
Yes, name plate production is by no means easy and it will be a steep learning curve for the Lithium hopefuls, especially the 'mine is the biggest....where's my funding..?' mob.
While I am bullish on Lithium, I am not a long investor in anything but my family which will soon pay an extra dividend as we are only a week away from the new arrival.
I like GXY, NMT and ORE being those that could, did and are still doing.
They have all rewarded me many times and will hopefully continue to do so.
Let's hope that Ganfeng turning down the off-take rights wasn't from oversupply, although it's more than likely that they have overextended their commitments with recent activities.
