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Hi guys, interesting article/perspective on Ganfeng Lithium and...

  1. DoctorFouad
    2,426 Posts.
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    25/09/18
    07:11
    Post #: 35813906
    Hi guys, interesting article/perspective on Ganfeng Lithium and Tesla deal and the distinction between profitability of lithium mining business VS lithium processing business :

    https://seekingalpha.com/article/4207990-tesla-lithium-supply-secured

    Tesla - Lithium Supply Secured?

    Summary

    Tesla signed a large deal for lithium supplies with Ganfeng Lithium.
    Ganfeng Lithium is billed as China's top lithium producer.
    Reality is a bit different
    BSM Price at posting: 2.6¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 5  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

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