Banter and General Comments, page-4534

Personally I am cheering on tianqi, ganfeng and fmc from the sidelines. The overall lithium industry needs to break out of the doldrums and somone will lead the way. A rising tide lifts all boats and all boats and all that...

Imo, with the case for battery / ev growth predicted to be so strong over the next decade, there is a strong chance battery/ev stocks will eventually decouple from the rest of the economy.

I'm my view, this is how it will play out: 10 year plus bull run comes to an end (after one last parabolic burst). In the 2020's, battery demand will outstrip supply. 20% + year on year growth in battery related stocks. Battery / ev stocks will go on an epic bull run on the back of this regardless of what the overall market does. It will be difficult for investors to find growth sectors in an otherwise glum market. Battery / ev stocks will be the market darlings and everyone will want to pile in. Long term shareholders who got in early will be rewarded.

Tianqi, ganfeng and fmc' s current run could be the green shoots of this starting to occur. If not, I think it's only a matter of time!

GLTA