Yeah I agree. The SQM JV with LAC and KDR, Ganfeng's involvement with LAC and PLS and the Australian Government CEFC investment all point to a 2nd wave of actual investment into Lithium production, as opposed to hot money looking to pump'n'dump.
Of course there will be a bit of that too...or is Medical Marijuana still the hot thing?
AVZ to Ride 2nd Li Wave, page-2
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