If the percentage of cars sold new now which have lithium in them is currently “pathetically insignificant”, just imagine how much lithium demand there will be in the near future when that percentage is not “pathetically insignificant” (your words).
You see, in investing it’s my view that it’s not about getting in when something has already taken off and is “mainstream” … I think that the real returns are made by getting in BEFORE that happens - wouldn’t you agree?
Thanks for giving us all the chance to reflect on just how early in the demand curve we really are just now.
Good News & Bad News, page-44287
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