CXO 9.52% 9.5¢ core lithium ltd

Ann: Results of 2020 General Meeting, page-70

  1. 215 Posts.
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    The LIT ETF covers the whole lithium value chain including mining, chemicals and battery manufacturing. With lithium prices low, the downstream players are capturing most of the profits, and they account for (it looks like) 8 of the top 10 holdings. So LIT flies while miners stay grounded.

    TOP 10 HOLDINGS (%) Holdings Subject to Change Albemarle Corp 18.83% LG Chem Ltd 5.23%Sociedad Quimica y Minera 14.01% Simplo Technology Co Ltd 5.22%Tesla Inc 10.74% Panasonic Corp 4.90%Samsung SDI Co Ltd 5.70% GS Yuasa Corp 4.14%BYD Co Ltd 5.69% EnerSys 4.09%

    Sorry for the amateur formatting.
 
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