Great write up. Problem is nearly everyone benefits from it. The big investment banks. blkrk, as, .the China battery makers, car manufacturers, tesssla, oil companies. Feels like lithium companies only have a few voices or PLS'S BMX but like recently immediately drowned out the next day. 2 days ago the CEOs of the big banks also went on record saying depression or recession due. Today was compounded by GSs initiating "coverage" on AKE. And BYD doubling down on battery production glut. Smashed everyone down. After the smashing down continuously for 2 weeks or from end of Sept whichever lithium producer or near term producer you hold. Sucks coz I feel like I'm giving up (partly coz positions wiped out in March 2020 and never looked at lithium for 2 years).
Great write up. Problem is nearly everyone benefits from it. The...
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