Thanks ... further to the point on Car Manufacturers converting full EVs ... its important that Lithium prices are kept healthy as we are only on the initail curve of uptake and conversion on both production and consumption front. I recently bought an EV and also have a Hybrid. So I have done my part in supporting the move towards this change. But if you look at all the Japanese manufacturers they are actually waiting to see how far this conversion goes ... it's personally disappointing to see companies like Nissan Honda Mitsubishi and the elephant in the room Toyota not fully embracing this change.
So no matter what we all think ( and believe me ... I have been here since 2017), when I see companies like ASN LPI being unable to secure an offstake with DFS completed and Telsa walking out of talks with CXO .. it does make me wince as to what are we missing here that these businesses don't see?
CXO Price at posting:
$1.40 Sentiment: Buy Disclosure: Held
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