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Dr_Manhattan

2,202 Posts.

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18/04/18

12:55

Post #: 32525869
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Originally posted by vanzeppelin ↑

Good article summing up why the lithium sector is ripe for a turnaround:

https://seekingalpha.com/article/41...ssets-demand-rises?v=1523966848&comments=show

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Apart from underestimating demand, a common mistake is to overestimate supply. It's rare when planned time lines actually eventuate. The general rule is delays. Here is a nice plot illustrating its reality.

AVZ Price at posting: 21.5¢ Sentiment: Buy Disclosure: Held
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4 Great analysis

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Running discussion on SP, page-1464

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