Don't know if you noticed...?... but the uptake of EV's in Japan...

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Barneydebear

4,528 Posts.

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27/11/17

19:20

Post #: 29156747
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Originally posted by mistie ↑

Agree and catchy sentences "Some say for every 1% uptake of EV its 70,000 tonnes of lithium extra???" and "The race to secure supply is on. But it’s getting harder and harder to come by. There’s precious little to go around!".

The EV and household/business energy storage revolution will happen much sooner than we all think. Now think back 10 years to 2007 when the I-phone launched and Nokia’s then world sales position, forward 10 years – say no more.

If the younger generation climb aboard the EV and clean revolution, forward 10 years to 2027 and use your imagination. No brainer, a huge upward SP Lithium sector rerating for all with imminent 2018 price sensitive hardrock spodumene produced Li2O contracts to be released to the market over the next two weeks.

Put the champagne on ice for that 50c party at long last. Well earned and overdue, IMO 60c by the end of the week. Bye …

https://www.energyandcapital.com/ar...olution-spurs-massive-lithium-investment/6150

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You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right. ~ Warren Buffett

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Don't know if you noticed...?... but the uptake of EV's in Japan hasn't occurred... Why is that some may ask??? Its because of the lack of electricity supply, since Fukushima... Nuclear supply has been slow to be re-introduced and they don't intend to disrupt the power supply... China has been future-proofing their power supply, and plan to build more capacity moving forward...

PS... Barneys already started buying U308 shares...Best to be at the start of the cycle, rather than chasing the tail....

BGS Price at posting: 48.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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