Thoughts on this comment by Elon Musk on Lithium supply?, page-83

All good SOS. Im not here to be "grumpy", I'm just suggesting that having some balance to the thread can only be healthy, but to be frank it doesn't seem like that is possible around here. I've seen it all before and very occasionally it ends well, but in most cases it ends with a lot of inexperienced market players losing a lot of money, and in some cases it's more than just a learning experience.

Now, in no way shape or form am I suggesting PLS is going to repeat above. (re-read that last sentence if you need to). I do however agree with happy that as a general rule there is likely to be a short window of opportunity to execute (a few years), to have long term binding offtakes signed and successfully producing. If not, they may still succeed or be bought out, but I would venture to say that scenario is well and truly priced in.

For now I watch with interest and hope you all make fortunes.