You guys can agree or disagree, fact remains that these analysts have much more information then all of us.
So you do have to respect their analysis - after all it is their opinion.
However, their analysis is skewed by a number of external factors - which really moves their analysis.
In my opinion, read their opinion, look at the overall theme and then make up your own mind
Its not very different to Goldman Sachs and their call on the whole lithium sector. Problem is they are one of the most powerful investment banks and they have the power to move markets. Whether their call is right or wrong is determined by the work that they are doing for their clients, in which industry and their vested interests
All fun and games
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