@GCarGood morning, it's nice to see lots of green lithium codes...

@GCar
Good morning, it's nice to see lots of green lithium codes offshore overnight.
You're correct, AGY has found some love since the beginning of the year. I'm unsure about PLS but I suspect the shorts are more about a hedge play with what's going on over there.

"50% of all new cars in China will be electric in about a year. They would take four boats, but we can only send one a month.
Outside of China, Europe is the next major market. Those who can produce high quality at volume and low cost, winner takes all."
Ana Cabral CEO Sigma Lithium.

YTD stacks up like this, AGY missed pole by a pip. Okay it's a short history but the market is forward looking & the idea is to find a growing sector then pick the best performers in that sector to take a position/s in. These codes make up my index, they are all constituents of the GlobalX Li & Bat ETF except AGY, which used to be in the ETF & it would be churlish of me to leave it out.


The index is showing signs of a recovery albeit slowly. dyor. imo