Id say your closing comments are on the money in addition to the questions on pace of EV uptake, there's going to be some very good buying opportunities somewhere in the new year in the Lithium Producer space
Some FA chart's to ponder... 2 yr dailies.....If I missed any Aussie producers please let me know
See at the bottom for an explanation for my right hand panel
right-hand panel explanation
Starting from the top...Value is what the Co's is currently valued at. EY (earnings yield) and DY (dividend yield) I like to see dy about half or even less of ey as this tells me the company can keep paying out the dividend from its earnings. DS (dividend safety) needs to be 50 or higher. RV/ RS/ RT/ CI ideally need to be 1 or higher. GRT (annualised % growth forecast) I like Co's at 8% and above. GPE (growth to PE) a number greater than 1 means the Co is considered undervalued. EPS (earnings per share) leading 12 months earning per share, higher the better. PE (price to earnings ratio) shows the amount of dollars required to buy $1 of earnings, so lower pe is better....