Share
64 Posts.
lightbulb Created with Sketch. 15
clock Created with Sketch. 02/05/18
14:11
Share
Originally posted by Kyle323232
↑
Kylie? Real mature that’s about an 8yo level of humor you have there.Producers & Explorers .Explorers through much of 2015-2017 (announce a huge resource, talk up the massive demand for lithium) is no longer exciting the market like it once did. We've seen BGS announce a doubling of their resource (to minimal share price response) and AVZ constantly crowing about the largest deposit ever (again, minimal share price response).Producers (and near-term producers) are therefore facing the traditional dynamics of a mining company, but with the EV/Battery-tech supercycle behind them. Consequently, they're an asymmetric risk bet....either they can get product out according to their offtakes, and they'll capture the cream of the tight market over the next 3-5 years, or they won't and they'll miss the opportunity.
Expand
You are wrong in saying that I only listen to the industry hype. As I have (to me) a significant investment in lithium companies I read and research far and wide. As soon as I see an article on battery technology, whether it be EV related or storage I read and research to ensure that lithium will be the premier resource for the next 7 to 10 years.
(20min delay)
