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clock Created with Sketch. 23/11/23
17:42
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Originally posted by DoBetter:
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The Lithium market has surely changed. Only 12 months ago, all I read was how critical the lithium shortage was all the way out to 2030.. Even if all developing mines came into production, it still wouldn't satisfy the demand. GS were criticiised from pillar to post when they predicted a surplus. What would bankers know, Benchmark were industry experts they were the ones to believe and they forecasted an insatiable demand.. 10 years to bring a mine to production, supply was going to be tight for a looooong time.
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Yeah totally, where are all the experts now, not just Benchmark but the likes of Rodney Hooper, Howard Klien from Rock Stock, Simon Moores, and of course Mr. Lithium Joe Lowry, I spent so much time listening to all the podcast I was totally hoodwinked by all the positive news flow, how could the so called experts all be wrong, I'd thought I done so much DD that I was onto a winner....even now I'm in shock at the massive turnaround in Li sentiment...
(20min delay)