Ann: Benchmark Tokyo Presentation, page-9

When this market flips again...could be 2025... hold on . Dont they say they say they market pricing in 18 months ahead?
Winter blues in current markets will keep money in banks till the flip.
The flip will be the first interest rate drop..2025 IMO..

Looks like a lot of pain coming

Higher for longer rates
Inflation is still with fuel/foods
Homes borrowers losing equality with higher interest rates are forced to sell if lose jobs

Positives
Have USA Inflation Reduction Act funding for renewables
Stable Gov compared to African nations/ South America/ freedom to do business and no extra surprise tariffs imposed/ have infrastructure readerly available in the USA
Lithium is an energy Unitiliy with EV cars being able to back charge the power grid/ Storage energy is becoming Tesla's major pricing power cash flows
With these positive attributes maybe lithium corps in production WILL FLIP BY MID 2024 to offset the inflationary pressures of the economy!

If we knew..we all be billionaires..lol

But..we need pain...fear and greed to make money...once people see the light the industry it flips and the toaster is set to cook the markets alight again in that sector.


Patience is King here