Hi All,
Since 2 years ago, my very simple investment thesis on Lithium, Rare earth and graphite was I just imagined from that now to foresee future all cars, motorbikes, buses will be all electrics and I just imagined in my head, how much lithium, graphite and rare earth are needed by all these car makers and where they would get them. I thanks God for our beautiful Aussie lands that somehow has very big reserves for all these critical minerals and thus I just used my simple thesis above to park 90% of my total 500K monies into these producers.
Apparently, my imagination 2 years ago, would come into fruitful from all car makers around the globe.
Read this - that is super huge investment monies and surely Aussie companies will get good portion.
Exclusive: Automakers to double spending on EVs, batteries to $1.2 trillion by 2030 | Reuters
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