Just a little bit info about the how the projected supply is not happening as it's promised;
If you have a look at my post #:40231415 on PLS threads in 2019 regarding to supply deficit in 2022 you will see a graphic given by Orocobre at that time.
"There is big differences. The promised can't be realised in time. And this is only for the chemical plant which are easy to build.
A mine expansion is more difficult and carries more risk. Therefore I don't think that all those expansions to reach 800kt LCE production of battery grade chemicals in 2022 will be delivered in time. ( the statistics show that)"
This graphic was from Orocobre's preso at that time. Promised vs Completed.
This should be an example for us to know that same thing will happen to the highly probable and probable supply in coming years and we will see a larger supply/demand deficit.
Also I recognised the value in PLS at that time despite its technical and managerial problems and said these below on my post when it was 35c on Aug. 2019.
(I recognised PLS's value but I knew its problems. Therefore I was tightly holding my gem stock LTR at that time, which I believed it would be much better than all lithium stocks. LTR was 8c at that time. PLS has been 15 bagger but LTR has been 26 bagger since then. And LTR has a long way to go as well )
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Just a little bit info about the how the projected supply is not...
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