General Comments & Banter, page-13216

Been looking at the LIT in a bit of detail while waiting to go out. From the full csv I noticed a couple of things:

• Some of the Li suppliers have a much larger allocation than their market caps should command - maybe the index should be split into suppliers (Li derivatives)/producers (consumer derivatives e.g batteries).
• SQM and ALB are the companies largely bringing it down and are both in Chile having political issues.

I might play with it a bit and create what I think is fair weighted industry specific index just out of curiosity.

Maybe if the Chilean politics get sorted it may go a long way to turning the index around given the two larger weightings.

IMHO DYOR