Nice post , cash is king musk is king lithium is king , the...

Nice post , cash is king musk is king lithium is king , the short end of the market will get hit tomorrow with feds becoming
More hawkish ,for the long term holders opportunity knocks , just need the
Conviction , in a few years and presuming price of lithium stays around this price (could go up or down) CXO will be spitting out 170kt of li which is about $400m ebitda ridiculous number , even $200m ebitda is huge , where talking market caps of $5b plus here ,
Everyone is talking about supply hitting the market but how about the demand ? How many cars where sold last year what % of that is EV , ?