Hi All, it’s certainly a depressing time to be in the Li market...

Hi All, it’s certainly a depressing time to be in the Li market hence I’m getting into stocks like this!. Great location, resource, grade and management team The Li demand and growth is still there but not so openly communicated in western countries like US who are in a bit of a hole… Really being squeezed in terms of free cash which will drive down EV purchases/demand. The fact is that the infrastructure and western OEM’s aren’t quite in the game as China have a 20 year head start in terms of tech and haven’t given away their manufacturing capability to lower cost countries, pumped non productive assets.. increased base economic costs etc etc... EV’s are 50% of all new cars in China and a more attractive option in a lot of respects.. The West will catch up I’m sure, as EV cars are simply better than ICE and oil only has a finite life remaining… At these prices sodium batteries aren’t any cheaper and latest LFP batteries have greater energy density and have 3 times the cycle life than sodium. So overall they are cheaper… With more chip tech, AI smart devices and robotics the demand for Li batteries will continue strongly in my opinion. China and the rest of the world, micro cars and scooters etc will keep driving lithium demand and will pick up again in the west over time, especially as battery tech and infrastructure improves.. A bit of a gamble with cathode materials as they are a lot more unpredictable but Li is king. Load up for the next cycle! I would think the big boys would be circling Wildcats assets.. It’s not feasible to maintain and grow the Li market at these prices so it will only be temporary like any resource cycle.. Great time to get into good quality Li assets like PLS strategy for a longer term play.. Cheers