I think this Mine Life Cycle stuff (chart doing the rounds a lot here and on another thread) is worth bugger all now for the Li sector.
There is and will be for quite a while a supply deficit for Li.
The amount of battery plants being built with no Li supply locked in is unbelievable. Particularly Europe.
Its the equivalent of opening A la carte restaurants in a country in the middle of a famine!!
The Chinese are running around the world with their wallets open at a rapid rate. When that stops, maybe revisit the chart.
Invest based on that chart at your peril at the moment. A good 2 to 3 years of FOMO. I don’t see that marked on the chart!!
IMO
- Forums
- ASX - By Stock
- AVZ
- Running discussion on SP
Running discussion on SP, page-57304
-
- There are more pages in this discussion • 25,461 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)