Ann: Quarterly Activities Report - December 2022, page-74

Year mate, let’s smoke some fish when the smoker is on High.

EV sales are accelerating world wide, with the US nearly hitting 5% penetration. The EU is now at 14%, China figures hard to digest but looks around 15.
these figures represent 60% YOY growth across the countrys.

those that dismiss these figures are deniers of an enormous change that is coming

Another thing mate that nobody can deny is the current price of lithium, almost all companies we hold have lithium prices 60-80% lower than current Asian spot price.

Benchmark and several others expect these prices to increase over 2023, and continue to grow to 2030.

Goldman sacks need to grow some balls and perhaps they will have a better year next year, talk about some of the clowns trying to play the market and getting it wrong .
Eyes on the markets, and eyes to the wall in regard to Mergers and the enormous investment in the sector im seeing.

Im also expecting the miner majors to start investing this year, watch this space as I expect to see multiple billion dollar deals done.

Soo hot is this sector.