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1.82% 5.6¢ black rock mining limited

Ann: POSCO Signs Binding Agreement to Invest US$40m in Black Rock, page-42

  1. r3s0urc3
    1,602 Posts.
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    05/09/24
    00:07
    Post #: 75534006
    He's not necessarily wrong!

    Some of the points raised were definitely a problem in the past. But it's 2024 and things have changed drastically in the last 2 years.
    Mass production for 4680 batteries by the Korean manufacturers is just getting started and, combined with the points I mentioned above in the US, will finally pose a serious challenge to China.

    https://hotcopper.com.au/data/attachments/6434/6434720-88b27aa8f9936b665a343ad4a0099920.jpg

    + 3 years ago it was not even possible to predict which battery chemistry would prevail in the medium term. That has now changed too @cartex
    BKT Price at posting: 5.6¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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