Trisse thank you for your analysis this year which is extremely helpful actually.
On this point thou I gave to slightly disagree. This is binary on offtake news. Everything else is secondary till then in my opinion
Lols - if anyone lost loads of money they got to own that surely. jambon or anyone else didn’t put a gun to their head. As I said before this is a moon shot so would be very surprised if anyone got too heavily invested. And if anyone tried to trade then they should have stop losses on.
I’m a fan. This share is obviously a moon shot not one to bet the house. Jambons commentary very helpful this year. He also gave the heads up on Sosandar 3-4 months ago btw
as a regular reader of this board. My view is as long as the EUS growth continues then we don’t need to worry about the margin too much during the current phase. I see a lot of focus on the margin from investors is kinda missing the point. The business case is all about how large the payment throughput will eventually scale up to. If you accept this position then 2018 so far has been fantastic for this business
Are there any funds or etf that are overweight lithium miners / explorers. I would like to take an overweight position in Li but not necessarily take a stock specific view...