Hi @ebner
I think you and I were 3 to 4 years ahead of the market in regards to battery metal matters.
I was into lithium a 3/ 4 years back, I got out timeously and adopted the cobalt and then nickel evolution that is playing out in front of our eyes.
What became obvious to me was the abundance of lithium and the oversupply building at the time.
This will not be the case for nickel and cobalt unless a disruptive technology comes forward, at this stage it is unlikely within the next decade IMO.
Even if a disruptive technology eventuates it will take time to prove, bench test, live test and establish to win over NCM and NCA formulations that are now very solidly entrenched.
Have a great weekend
Cheers RED
Hi @ebnerI think you and I were 3 to 4 years ahead of the market...
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