i do take some of the 'we wont need lithium' views as a bit extreme and a lot of the tech has the vibe if nuclear fusion a bit. its been 10 yrs away for the last 6 decades.
ditto for 'green steel'. the economics are a long way off replacing met coal.
actually view that as a contrarian signal a little bit tbh, but im not diving deep into lithium but do think it will surprise to the upside from here.
WHC Price at posting:
$4.83 Sentiment: Buy Disclosure: Held
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