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11 - Announced Battery factory capacity for 2023 grew another 9%...

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23/04/19

19:13

Post #: 38241732
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Originally posted by Rupfel: ↑

Fact 1 is SQM lithium prices are considered the benchmark in what is an opaque market.
2 we now know the price has increased 25% in 2018 over 2017
3 this increase is not the narrative we heard in 2018
4 lithium mining stocks halved or more in 2018
5 qtr1 2019 ev sales are 80% or more than qtr 1 2018 sales and that is the slow qtr.
6 the negative narrative continues along with suppressed share prices. Scare tactics.
7 OZ hardrock is now considered the best in quality and sustainability cf brine.
8 KDR Li resource is currently the biggest and best in Australia.
9 KDR is tightly held with very few shares on the market cf its OZ peers.
10 They ain't getting my half million for peanuts.

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11 - Announced Battery factory capacity for 2023 grew another 9% last month alone, surpassing the 1 TWH mark.
https://cleantechnica.com/2019/04/14/global-lithium-ion-battery-planned-capacity-update-9-growth-in-a-single-month-march-charts/
This represents battery capacity for over 20 million EVs, and the 2023 capacity is anticipated to grow significantly further by year's end.

KDR Price at posting: $1.35 Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

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