Alot of people seem very short sighted. I guess as Buffett says "nobody likes to get rich slowly".
in 2017 I first bought lithium stocks was great guns, then 2020 came around and lithium price bombed so to average down bought a sh1tload and I lost alot on paper gains. Didn't sell and understood the Chinese strategy. Was painful though.
then 2021 comes around and starts looking better Chinese paying up big, 2022/23 the lithium price moons and it's all the fad now. I've done well.
point is, don't trust Chinese strategies, stick to the thematic and buy low. Sometimes trying to juggle too many macros can confuse things. World needs ridiculous amounts of lithium, and even more graphite - it's that simple. Our day will come so plan for it.
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