Hey @seagull - you stated on the other side:
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"That brings to mind the famous Rodney Hooper quote
"You must only invest in a company that is going to achieve battery quality and qualified material into the EV & Battery rechargeable supply chain
If the company you back does not achieve that qualification, the margins that can be earned on supplying into the non battery application & into the oversupply market are not there they don’t justify the investment cap"
Which also makes me wonder why he is invested in LPI"
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Exactly why would a market expert make that comment? I would say this has a lot to do with is:
LPI vs AGY - for the egocentric, page-71
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