Discussing valuation, page-7

Originally posted by Quechee

Centex:

Silly discussion. Focus on what is 10 feet from your sight. Where is the discussion of EV production in every major auto manufacturing center in the world. Where is the discussion of Battery Storage which is off to a fast start as it is not linked to driving range and auto safety features while using less quality graphite. Where is the discussion about spherical graphite selling for in excess of $2k per ton. Where is the discussion about Chinese environmental and tariff problems.Yes you know the price of a liter of petrol, but the issue is the intermediate forecast for petrol prices. You just do not want to let the market forces into your discussion.