I think Tesla is hyped too, but when you've got Mr Twitter at...

I think Tesla is hyped too, but when you've got Mr Twitter at the top of it, whilst it beggars belief, I can't see it collapsing.

So a fair point on GF that supplies them. But they also supply LG, BMW, VW.... the list goes on

So to me, the question is less about the PE ratio of Ganfeng, and more about the forecasted lithium markets for the next decade. Sure, PE is important, but if there's an undoing of Ganfeng I think it's more a result of a global turn away from Lithium as opposed to the specifics of the world's current largest lithium producer.

Risk? Yes. Large... I personally don't think so