Hang on though .....what happened to all his/her comments in regards ' Umicore ' this , and ' Recycling ' that ....Big talk on jamming down our throats all the guff about emerging markets and how AUZ has missed the boat and is not required in the scheme of things. All the while , he / she has forgotten the most important fact which has been clearly seen across the Lithium sector , and that is ' Industry Rationalization ' .
Whether it be Cathodes to Batteries to Vehicles all the way down and from the very raw materials used. Don't you think Investors already knew this and are aware of the ' crowding out ' aspect and rationalization which is inevitable. Especially considering the extra ' pressure ' the the United States seems to be applying to the overall economic backdrop to China. Seems it's working to a degree with ' cracks ' starting to emerge and be seen in the Chinese Industrial machine......![]()
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