Here’s my back of the envelope simple thesis for investing in...

Here’s my back of the envelope simple thesis for investing in LTR (amongst other Ev stocks)
1) thematics of industry are changing . Are car manufactures retooling and making major investments in EV cars (battery plants etc) - categorically yes.
2) Will this require feedstocks on a v large scale - yes.
3)Most West govts have mandated initiatives / incentives for EV uptake.
4) LTR will have the capacity to be a major producer / contributor- as we know - Sharks (Ie takeover suitors) have circled before and see value in what we have.
5)The USA will favour our Li sourcing under the IRA deal.


Just because ours (the markets) feelings turn on a dime based on the current pricing of the day and short term outlook- doesn’t mean there is not value on the table for the long term… look what has happened in the nuclear mining space as an example. What can go down in this case can also go up quite quickly.

The only risks I see are that as others may have pointed out z- we may have some risk with the IRA getting up if there is a change (likely )in the Whitehouse .

cheers to all BB