Time for some logical thinking
In a world that is struggling with inflation and the associated fear with the impacts of bringing this under control - ie lower growth...
Would it be best to have your money invested in a sector (battery technology) that you know is growing - driven by structural growth (underpinned by government policy) for the long term sustainability of the planet.
or
somewhere else in the market that is severely impacted by this reduced growth.
In that sector would you choose to be in lithium where there is a current shortage and a projected (by many knowledgable experts) shortage for the next decade...
and would you rather be invested in a company that is producing the product today!!!....and printing money
There is no logic why everything should move in unison!!
I see an opportunity for those with some cash on hand.
Good News & Bad News, page-14948
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