RE: Tumbleweed3 Jan 2020 09:20
Whilst nobody doubts the gradual electrification of transport I have tempered my expectations in terms of timelines for uplift and battery (supply) requirements.
I’m also resigned to further delays to Cinovec development, which has been at a standstill for awhile.
2020 is expected to be the year that Li sentiment turns around, but the same could, and was said this time last year.
Interestingly though, our SP is effectively what it was 12 months ago. Not many in the Li sector can say that, most are down 50% or more.
So unless someone has something other than another EV article to share - it’s set and forget until the DD is announced.
My bet is that will occur closer to the deadline than to the start of the year.