Good News & Bad News, page-250

Another factual piece cementing the doom and gloom scenario _ like NOT _ when even a company like Toyota who so ardently defended their hybrid approach and are still heavily invested in hydrogen, now jump ship too and get into this what appears FOMO driven rush to align themselves with other giants to ensure sufficient battery supplies.
Agreement With Toyota One Of Several Exciting New Areas For BYD Auto https://seekingalpha.com/article/4276687?source=ansh

Could it be that this "battery production bottleneck" may be overcome as quickly as the raw material supply one as quickly as the conversion capacity and indeed as quickly as the EV car and battery storage production one, because, guess what, they all see $$$ signs everywhere, and they are not stupid people nor, no matter how serious, hobby researchers. They are in this to make serious money for their companies to help them grow and indeed survive this once in a generation disruption.

Thus, at the end of the day, my Li and PLS investment thesis is confirmed: There will be an exploding demand. A company with a quality product at low cost in a great jurisdiction like we produce coupled with his management and clever business strategy including downstream value capture, cannot, IMO, do anything but WELL.

So continue to rest easy, your PLS investment, IMO, will be one you'll cherish in years to come.