Hi SF,
Agree with your post. I know you’re much more widely researched on Li than me ... given the slow down etc, wondering who you think played this Li boom/bust the best?
As you know, I have my thoughts re another holding (but knowledge limited to Aust, and I may be a bit biased) so interested in others that played/positioned themselves well.
Thanks in advance for your thoughts. Cheers, Simon
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