Thank you for the reply. Are you going to respond to my other question and musings or just the one that you agree with?
a) Yes, it will probably even outperform my expectations. That's only one side of the story too. Have a look at what is happening in battery storage.
b) Downstream capacity and demand for downstream supply was a fraction of what it is today and what it's projected to be as EV cars quickly replace ICE cars and states around the world continue to build battery storage facilities for their green power grids, and every day consumers do the same in their own homes with generous government rebates.
c) That's your opinion. Mine is that low interest rates will drive inflation that will see a commodities boom which is what is already happening. (see iron ore, oil, copper, etc)
d) Yes, the stock has risen quickly and will probably need a breather. I took profit at 1.91. Aus Super did the right thing by taking profit too. I expect a pause but I don't think the top of this run is in.
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