Interesting post from @DrManhattan on AJM forum - charts showing...

Interesting post from @DrManhattan on AJM forum - charts showing the extent to which many of the lithium and cobalt stocks have taken a dive (dropped by 50-75%) over the last few months. Good to be reminded that it's not just BAR that's tumbled.

So, I'm curious as to thoughts other investors may have as to the falls. Just early over-excitement for EV stocks?

AJM is a case in point - mine on track for production with all permits, big Chinese investment and full off-takes and trading at half fair value or what it traded at last year.

EV, home storage all going gang-busters and li and co prices on the up and up. Unless I'm missing something, good buying across the board for Li and Co.

Thoughts/Theories?

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