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Electric cars thread, page-1253

  1. ljcamp
    2,774 Posts.
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    31/10/19
    10:43
    Post #: 41166158

    mine to battery >12 months

    the chemical supply must already be locked in or they will be unable to produce the cars.

    this “over supply” situation will turn into a shortage faster than you can say manipulation.

    also the market is forward looking. So if that’s the case and we are Oct 2020, what are the demand levels for chemicals being locked away for Oct 2021? Remember it’s 12 months min to get from dirt to battery.

    shorts seem to forget this.

    Last edited by ljcamp: 31/10/19
    GXY Price at posting: 90.8¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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