Take the time when you can - this is a must view from YJ Lee. YJ is a fund manager at Arcane Capital based in Singapore and one very astute & wise man.
He covered why he thinks consensus on lithium/battery/EV expectations are far too weak, the components of the market he believes analysts are glossing over, where fragility in his opinions sit. the other battery metals he is bullish on and a heap more.
Sorry if already posted, but if so, well worth another viewing.
GLAH.
Double click on the link.
https://t.co/2qA0rhGTu3
General Discussions, page-31467
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