88e Long Term Investors Group - Q&A from Dave Wall, page-142

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35,472 Posts.

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01/11/16

19:32

Post #: 20291432
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Originally posted by m8te ↑

@Kikker1959

I certainly respect anyone posting with a contrarian opinions as long as they are factual and provide evidence to back up their statement rather than just using someone else opinion made in the past or plucking it out of thin air.

You stated MC 154m is a joke. OK, can you elaborate on that further? What formulas you use to come to this conclusion? what calculation did you made and with this result, what did you use to compare it? or to make it simple, did you just use someone's opinion made a few months ago to enforce your opinion without actual clear knowledge of what is the MC?.

Looking at your post history, one would title you as a "Lithium Champion". For a while now you've been in here parading your mighty Lithium EV overtaking the oil industries by storm. Well, let me say one thing to you buddy "It's time to get off your Lithium EV high horse".

Lithium market are like a small rock in a big oil pond if you want to compare it by the market size.
Here's a market size for comparison posted 14 October 2016 so it's quite recent:

http://www.visualcapitalist.com/size-oil-market/
View attachment 317198

See the lithium market size right now? it's on the top right corner of the big circle, you might need a magnifying glass or use the browser zoom function to see properly. Now look at the big circle surrounding all the other smaller circles inside it? it is not a boundary drawing to keep all the other small circles inside, that big circle represents the OIL industries market size comparing to lithium and all the other raw metal markets.

I do agree that EV are the future, and so are those flying cars in the distant future too, but will it overtake the oil industries in the next few years? Nope!!! it will not happen in my life time, and certainly will NOT be happening in your life time either if you were born in 1959.

GLTAH DYOR everything expressed here are IMO.

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That's an interesting post.

My point was made for example as a comparison to say KAR which I tipped recently many times to buy under $1.30. (Cash backed to $2 and 2 major conventional discoveries already with no value, in fact negative value at time)
That's the sort of deep value anomaly I like to look for. and say a CVN.

Certainly interesting seeing all the "views" and reactions to a single post with a sell sentiment.
Quite amusing some of the HC theories when someone posts a contrary view.

Last edited by Sector: 01/11/16

88E Price at posting: 3.7¢ Sentiment: Sell Disclosure: Not Held
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