What's your point? There is currently no alternative to lithium batteries. I've said many times before that electric cars are the future. My next car will no doubt be electric. The market knows everything is going green and electric. It's no secret.
The problem for lithium is that the supply and demand scenario that lithium bulls envisaged taking place has not occurred. There is no shortage. Remember around this time last year there was all this talk about car companies scrambling to lock in lithium supply. That hasn't happened. If supply was so tight, GXY would have found a partner for SDV as soon as it went to market. SDV reminds me of a home that has been on the market for over 6 months and hasn't found a buyer. The seller has unrealistic expectations. This process is going to be drawn out until the seller (i.e. GXY) realises this and reduces their expectations to meet reality.
