I agree with you on AJM. I disagree that lithium will be cheap ass chips in a few years. The lithium demand particularly from EV has been grossly underestimated. Some research groups are finally starting to update their forecasts. Goldman Sachs predicts 22% of all auto sales being EV by 2025. At 70,000kt of LCE per 1% increase, its not hard to see lithium prices will remain high for some time.
AJM Price at posting:
16.5¢ Sentiment: Buy Disclosure: Held
