I never said anything about "e-rollerskates"; lame attempt at an insult.
That said, a pair at 48V would be something! But cars at 48V? Nah. They're the one place "they" aren't going. They're a nothing-burger.
I'm a long-term investor quite happy with my limited trades, here for the long-term demand.
I've spelled out my bull case quite well along with the risks to it. I really don't like hype.
You like nothing more than to prove you can insult better than anyone; I like
constructive discussion.
You don't like wind turbines, think they contribute nothing to demand; I'm an offshore shark.
You don't like BEVs, think they're "one-ton torches" for "labrats" and will "kill the grid"; I'm thinking just the opposite; they will soon enough be for everyone and they will save the grid.
You like 48V motor-generator units stuck on the sides of ICEs even though they currently don't even use NdFeB (but you're SURE they will).
I like high voltage in-wheel traction motors backed by big batteries in a "skateboard" configuration. Like the Byd buses and any number of automakers I've highlighted.
Despite our many differences, I've gone out of my way to point out ways we agree; you apparently can't stand the idea that I don't agree with you on everything, that I don't believe you're the only one who has anything of value to contribute here. You dodge, demean and dismiss rather than engage. Your ego is bigger than the piles of residues at the LAMP and it's causing you problems, dude.
Your latest hype has something to do with Lynas moving downstream. How about giving us a break from teenage crypticism? Try a new strategy: explain your thinking; show us the opportunity; put some numbers to it.
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