Running discussion on SP, page-29862

Tend to agree.

Nobody’s disputing AVZs vast and pure resource as it is defined and available almost instantaneously as there really is no strip ratio as it is a solid pegemite at surface.

We’ve realistically got around a year before the over supply story quickly evolves into an escalating under supply story. Once this occurs I figure the true grades of many producers will be finally revealed. Many have had many shadows cast over their graves and impurities over the last two years. AVZ for one has been very transparent mainly due to the fact they have nothing to hide..

Place yourself as one of dozens potential and existing EV and battery makers, and don’t forget we are looking at an industry with the potential to go into the trillions. VW up to nearly 50 billion, most other carmakers have joined the stampede and are in the realm of 5-20 billion, then nobody should dismiss Tesla’s undisclosed enormous investments.

I REALLY don’t think anybody is stupid enough to deny that the electric direction is on.

To see automakers divesting funds into EV development, looking at halting all ICE R&D.

Battery development has escalated beyond expectations in less than two years, range worry has gone out the window, battery longevity is about to be squashed forever.

If we all had faith in this sector two years ago, it begs my poor little brain why we wouldn’t have a stronger faith with all this compelling and fact based information available to us.

AAGGHH. Good luck all, just find it hard to see some still pessimistic.