... and, um, who out of any of us will be around in 100 years...

... and, um, who out of any of us will be around in 100 years time to realise the tail end of that value? It's not like ADY is looking at hundreds of billions of dollars flowing into its coffers within the next few years. And no doubt a new technology will have displaced Li long before 100 or 50 or maybe even 10 years have passed.

Better to think of it as a play on the next couple of years I reckon -- ride the steepest part of the curve over the next year or two and then look to hop off -- unless of course ADY's expansion plans continue and the markets haven't looked like tanking by then.