Many companies on the RK Equity Scoreboard are trading at what appear to be attractive valuations
with a 3-5 year view - though equity dilution risk will continue to present an overhang. I remain
hopeful that Tesla’s Robotaxi Unveil pushed to October 10th from August 8th could provide some
positive demand and sentiment shock into the lithium narrative just as Battery Day did in the run up
to the last US Election in 2020. With Elon Musk about to interview Donald Trump following his
livestream in a MAGA Cybertruck, whether he or Kamala Harris sits in the White House in January, I
expect both to narrate Lithium-ion Bull.
- Howard Klein
Many companies on the RK Equity Scoreboard are trading at what...
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