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Banter and General Comments, page-3495

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Facthunter

11,436 Posts.

815

11/02/19

15:19

Post #: 37399741
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Originally posted by regal: ↑

The $100/kwh is very big news. In fact its the point where electric car and ice reach parity in cost to produce. At the end of 2018 the avarage cost was $176/kwh. The lowest was close to $100 and higjest was $196.
The important fact is not supply nor demand but who has control of the available supply. If there was only enough LCE for 10% of vehicles, the makers of EVs will increase sales yoy. The ICE producers will lose sales yoy in a slow death.
Sales between electric and petrol with the same range and cost, they electric will win.

The fundamentals can't be changed now, its too late. An Ev future is certain together with home energy storages. What's more important than Evs is where the individual lithium miners sit in the chain. SP move when investors know the importance and true value of what they invest in. The problem with Galaxy is management doesn't communicate with shareholders. They have a general believe, their work is important and add value for shareholders in the future. Investors don't have a progression of events to measure. Shortsellers are destroying retailers value because of it.
Wake up management, the success is in your head and in the plans you are making. The management is picturing the cake but still making it. The market hypothesize without progress updates.

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Originally posted by regal: ↑

The $100/kwh is very big news. In fact its the point where electric car and ice reach parity in cost to produce. At the end of 2018 the avarage cost was $176/kwh. The lowest was close to $100 and higjest was $196.
The important fact is not supply nor demand but who has control of the available supply. If there was only enough LCE for 10% of vehicles, the makers of EVs will increase sales yoy. The ICE producers will lose sales yoy in a slow death.
Sales between electric and petrol with the same range and cost, they electric will win.

The fundamentals can't be changed now, its too late. An Ev future is certain together with home energy storages. What's more important than Evs is where the individual lithium miners sit in the chain. SP move when investors know the importance and true value of what they invest in. The problem with Galaxy is management doesn't communicate with shareholders. They have a general believe, their work is important and add value for shareholders in the future. Investors don't have a progression of events to measure. Shortsellers are destroying retailers value because of it.
Wake up management, the success is in your head and in the plans you are making. The management is picturing the cake but still making it. The market hypothesize without progress updates.

Expand

https://dictionary.cambridge.org/dictionary/english/match-fixing

GXY Price at posting: $1.96 Sentiment: None Disclosure: Held
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Banter and General Comments, page-3495

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