The cat is well and truly out of the bag. It'll be hard to get it back in.
I'm looking forward to the next 2 months and then into the new year with so many tailwinds for the LFP battery and phosphate. You've got the new M3P CATL battery mass-produced, some updates from Tesla in regards to using BYD's blade battery, Chinese automakers (especially BYD) entering Europe with cheap LFP-powered EV's and then will come more news on Tesla's mass-produced Model 2 and the battery type, which seems like a no-brainer it will be LFP.
I think the investment opportunity for phosphate will hit the mainstream sometime in 2023 and it's always better to be in early.
AEV Price at posting:
2.6¢ Sentiment: Buy Disclosure: Held
