Definitely, and I've made this point in another post of mine. Consumer electronics is a less volatile and more reliable market than EV's.
But at this moment, a tier 1 in the ev supply chain will always be a better choice for the long run (in terms of quantity of lithium they'll require and I would imagine they could demand higher prices, as small-batteries ie. mobile would have a much smaller margin to work with).
ATL is a start, but that Tier 1 EV/battery supply chain partner is what will set the price on fire and along with it recognition as a supplier to a major name.
And when I say ATL is a start, that's conditional if JZ even signs an offtake with them. It could be that they just end up as an investor, which they've done with other ASX-listed lithium stocks.
AGY Price at posting:
13.5¢ Sentiment: Hold Disclosure: Held
