The Global Lithium Podcast: Episode 133: Simon Moores on Apple Podcasts
Joe's opening waffle ends around the 4 minute mark.
Around the 13th minute mark is where Simon get's down to the nitty-gritty.
OEM's will have to become mining companies (will have to become miners in one way or another) 25th minute.
44th minute Joe reckons that the Li shortage is understated not overstated because those who are forecasting aren't taking in to consideration the scrap %; Joe believes this is up to 40% initially, Simon thinks more around 25%
Compelling opportunity, page-5387
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