As for Orocobre
- company is undervalued
- global EV sales rebound in May and will continue to do so.
- new EV incentives introduced in Germany, France the Netherlands + EU plans to boost EV adoption, extension of incentives in China + new incentives on level of municipalities
- continuous announcements of new battery megafactories, now 142 in the next ten years according to Benchmark
- improvements in battery technology and cost, see BYD blade battery, Teslas battery day, GMs new battery tech, Samsungs solid state battery etc. etc.
- rollout of many new EV models in the next years and commitment of OEMs to maintain investment plans into EV development.
- short buybacks
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