General Discussion Topics, page-64211

It’s safe to assume that the US GDP will be contracted this quarter, which will add further weight to recession, due to the impact of Covid and trade disruptions. From a macro economic view, there will always be an impact to the stock market, nevertheless I don’t see an issue in this sector. Reason being, we are at the beginning of a energy transition super cycle, Sayona has already been heavily discounted, lithium is a growing sector, unlike software, you can’t just build a mine less than 6-10years. So in business term, the barriers of entry is extremely difficult, not to mention experiences and investment intensive. I am personally very bullish about this sector, I can’t see a slowdown anytime soon. Hence I always comes back to one simple business principle which sums up where I think we will be heading to in the next 12-24 months “supply and demand”.