https://x.com/jczuleta/status/1823521407898362326
Lithium perma bull hodlers now talk about next 5 years- if you want to wait that long, you might need to be prepared to lose another half from here to recover 100pc from the lows, in other words, going nowhere in that timeframe…with a number of lithium stocks that never got to produce going into administration.
Over the long run, EVs have greater hope than lithium. The lithium association and correlation with EV would only continue to be diluted over time.
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