The fundamentals are intact (e.g. see Chines NEV sales for November). We are on track for 60% YoY EV sales growth worldwide.
One thing I look forward to is the MEB platform of VW. Check out their MQB platform and just how many models they build on the same platform across all their brands and markets. Once they get this started VW can flood the market pretty quick with a whole variety of offers.
Tesla will hit Europe next year and open another plant in China.
I picked up last week at 15c and I am not unhappy at all. It is difficult to time the absolute low I just keep accumulating.
Re: Lithium & The Future, page-4
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