AKE 0.00% $9.83 allkem limited

EV and battery thread, page-145

  1. 2,335 Posts.
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    There is no doubt the Lithium renewal market will continue to have huge growth - it's just a case of which players will dominate.

    ORE and Toyota are well aligned with their 15% stack in ORE. You just can't ignore the Tesla giant in this space.

    But Lithium will become more sort after - other verticals such as solar panels (SEDG: NASDAQ 300% growth in SP in 6 months).

    ORE have had some great revenue growth >400% in 2019.

    I am definitely holding as an investment.
    https://hotcopper.com.au/data/attachments/2235/2235432-5b6448a42686833d1648ea5336a92af9.jpg
 
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