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That was to dumpunter he lives up to his name or taking the proverb ial

Ok obviously you know more than sandy and Elon musk enough said

Watch a guy called sandy Munroe on YouTube. He is a manufacturing consultant he gives the lowdown. He reckons Tesla no. 1 V. w no. 2 . The I. d in different market Tesla premium and I'd mass market.

Tesla is 5 years ahead in engineering and material science also 8-10 years ahead in electronics. The launch of the I. D was a scam. V. W no. 1 in December sales because the forced dealers to buy cars. Then in January dropped to number 25 says it all. The I. D is crap got 3 computers on board that cannot talk to each other .Bid problems with the nav and entertainment integration customer complaints through the roof. V. W outsourced it all and needed another computer so everything to talk to each other proper sh@t show.

Big Auto are like rabbits staring at headlights. They know they have to move but cannot. The business plan for last 20 years is outsource everything then squeeze the suppliers. This produces a company with very little engineering knowledge and they are now realising that they have to vertically integrate and bring everything in house to save costs. Some will not survive transition sad but that's how the world works. I see sometimes anti Tesla rhetoric on here but remember Elon is ahead of the game by a country mile.

Note OEM buy finished product off lg et al. The buyers of lithium hydroxide will be the intermediates who supply the factories. Until the product line matures it will be this way that's my take. All these giga factories are 2 years away except Tesla who has the drop on everyone. When they move the fireworks will start.

The chemistry for brine favours carbonate production. Hard rock for hydroxide better for high nickel batteries.

Everyone to his own. The only thing I wish is to be in my 20s in the position I am instead of 60s.But it will hopefully bring on early retirement. I do a relativity sh@@t job so bring it on.

Read EV factory

The rumors of a giga factory in Somerset strengthen as minister states support for every factory in uk

Looks like it's going to be slow walk up from here 15:1 in favour of buys

The plant can make both carbonate and hydroxide you get carbonate and bake it with calcium some magic sh@@t happens and you get hydroxide better for high nickel cells

This is what is confusing all these factories opening up and using what 2 years ago was world supply. In the EU as well not any hint at all. Is there going to be a huge announcement or is there something we do not know. Worse still is there something they do not know

Another point that was made is that brines are mostly used for carbonate. So hard rock for hydroxide this is so batteries can use high nickel content for performance with all these gigs factories being built that's a lot of lithium. For scale Tesla's gigs Nevada did a 12.5Gw last year all these 10GW factories are massive . The supply crunch will be 2022 to 2026 Emh opens smack in middle of all this. At some point someone has to move otherwise as they open they will be priced out of market???

Is it possible that tree shake was to feed asx with liquidity????

Lithium is the new oil period

Interesting is this the start of news and discussion of EMH being part of EU supply line. Specific mention and importance of supply from emh

6 to 1 in favour of buys pressure still on.

There is a lot of hedge fund interest I wonder if this is being set up for a short attack. But at 3 to 1 buys probably to risky.

£30k buys and £6k sells MM must have good float or a private sale?????