The point I'm trying to make, after getting my head around your theory - which, kudos, is very good work, is that Go2Lithium doesn't want to hold companies geared up for and leveraged to lithium hydroxide/carbonate demand (from Li-ion battery producers) but longer term, wants to hold companies producing Lithium/Vanadium metal directly from brine to leverage the transition from Li-ion to Li metal - ala Pure Lithium.
This paradigm doesn't appear to be part of the Go2Lithium model presently - from Go2Lithium website:
Perhaps they do recognise the potential pivot coming and haven't added the alternative product process into their presentations because it's too early or commercially confidential?
Either way, if Lithium Ion is going to be superseded by Lithium metal, Go2Lithium doesn't want to be holding a bunch of lithium producers leveraged to the demand for lithium hydroxide/carbonate? No?
The point I'm trying to make, after getting my head around your...
-
- There are more pages in this discussion • 14 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add CNQ (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
26.5¢ |
Change
-0.015(5.36%) |
Mkt cap ! $19.14M | |||
| Open | High | Low | Value | Volume |
| 28.5¢ | 28.5¢ | 26.5¢ | $23.30K | 84.17K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 125964 | 26.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 27.0¢ | 211218 | 1 |
View Market Depth
| Last trade - 16.10pm 31/07/2024 (20 minute delay) ? |
| CNQ (ASX) Chart |