@dc1234 can you please share your logic for having 50% of your funds in Li, for me it doesn't make sense as the tech behind batteries is a ever changing world, add to that the amount of production that can come on line if needed? From my stand point I can't see the Li sector going anywhere in the short term or at least for the next 3 year. I would like to see what I am missing that you see.
Tony
@dc1234 can you please share your logic for having 50% of your...
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