Found this on my travels online, thought wow what excellent research. Is there anything he missed on supply sideBut alas, he got the Core date a little wrong on one slide, and for Finniss correct on next, otherwise excellent stuff.
I liked the way he dealt with BEOT:
-GS so out of sync with others supply predictions, and-MS with their numbers showing increasing supply deficit = lower prices. ROFL.Me thinks a good summary of the Li story.(PS: Global Lithium is not a cross promotion, it is Joe Lowry's company name)
Global Lithium Joe Lowry Presso.pdf
Banter and general comments, page-19644
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