WR1 General Discussion, page-27239

I think the notion of investing in stocks based simply upon "analysis" from an investment bank that plays both sides of trades and lives at least to a significant degree from revenues of transactions is somewhat simplistic at best...and foolish at worst. Those who invest based upon the mega trend of electrification and stick to the premium resources and jurisdictions while weighing available data like EV sales and stationary storage demand will do quite well. Traders will always trade and tell investors how smart they are while good investors will sleep well and count their profits over the medium term.

I am reminded of all the scare mongering about the end of lithium demand due to substitutes etc. There's always some terrible peril ahead that we should sell our investments.

regards
DF