The projections of Morgan Stanley and associated consultants on lithium demand reminds me of the total inability of many of these so-called experts to understand market disruption.
Take the example of McKinsey & Co that in 1985 was hired by AT&T to project the adoption of mobile phones. McKinsey projected a market of 900,000 by 2000 when in fact the market hit 109 million!
A small 120x error!!!
For anyone interested in where EV and hence lithium demand is heading, highly recommend watching this video: "Tony Seba - Clean Disruption, Why Conventional Energy & Transport will be Obsolete by 2030" here:
The McKinsey AT&T example is at the 1:45 mark, but to really understand the coming disruption, do watch the whole video!
- Forums
- ASX - By Stock
- A comment on Morgan Stanley
The projections of Morgan Stanley and associated consultants on...
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add SYA (ASX) to my watchlist
|
|||||
Last
2.8¢ |
Change
0.001(3.70%) |
Mkt cap ! $277.9M |
Open | High | Low | Value | Volume |
2.7¢ | 2.8¢ | 2.5¢ | $1.12M | 42.01M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
17 | 2189715 | 2.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.8¢ | 4596525 | 29 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
14 | 682926 | 0.027 |
27 | 4778027 | 0.026 |
32 | 11889971 | 0.025 |
23 | 10133208 | 0.024 |
22 | 10963215 | 0.023 |
Price($) | Vol. | No. |
---|---|---|
0.028 | 4603234 | 27 |
0.029 | 7658105 | 23 |
0.030 | 18697338 | 35 |
0.031 | 2289626 | 5 |
0.032 | 3002951 | 13 |
Last trade - 13.51pm 12/09/2024 (20 minute delay) ? |
Featured News
SYA (ASX) Chart |