10-20 years, another boozy lunch has affected the button...

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stevo 111

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09/09/20

17:35

Post #: 47214602
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Originally posted by stevo 111 ↑

Yes mate, the sector is on the verge of a major rerate.

The investments in battery plants in the EU is astounding, they have gone from almost zero to 60 mph in less than two years.

Emission mandates and incentives are world leading, imagine what will happen when big old USA changes it tune?

Although I don’t have a lot of time for Joe Lowry I think he smashed it in his last Podcast, forgiving his general slur on GXY and our neighbor.

There can be no doubt there is extreme underinvestment in the upstream lithium story. Some of the numbers coming out are mind boggling, that have reassessed so many times it gives me a headache.

So we are all on the same page they have always been revised upward.

When you you look at the enormous up take in EVs in the EU over the last year, then look at the worlds thirst for renewable energy storage, wind and solar farms are propping up all around the world, and now finally storage facilities are following.

How many EV models are expected to be available in 2022, over 200.

People can’t stick their heads in the sand forever, it will eventually end in suffocation.

I started watching Big Oils movement’s 18 months ago, it’s a telling tail as I like most have watched them suck up the charging networks, and they continuously invest in renewables.

The Aramco’s IPO was an eye opener as they openly stated they were looking at investing in renewables.

Big Oil has seen the horizon and it ain’t oil, we and they have known this for years.

There is an enormous market turn on hand and its in it’s infancy. Those invested in this sector should do very well over the next 20-20 years. Eyes should be on Lithium, copper, and nickel, and don’t forget the tin that binds most things together.

Good luck all as I could be talking gobble gook, but na I don’t think so

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10-20 years, another boozy lunch has affected the button articulations.

GXY Price at posting: $1.40 Sentiment: Buy Disclosure: Held
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