Движение на една от акциите (за добив на литий) през последните години.
Добавям още малко от един анализ: Lithium could do what iron ore did 10 years ago
Some see this as a bubble & that may be correct – but not for a few more years. Lithium-ion batteries are “fundamentally changing the world” but a balancing of supply and demand will eventually expose some players. Tianqi Lithium chairman Jiang Weiping, said recently – some lower quality producers will be "wiped out" over the next few years as new supply enters the market – but until we get there the ride looks exciting... Iron ore all over again?
I’m seeing Lithium now a lot like iron ore was back in the early / mid 2000’s was trading around US$10 for along time. Then it ran to US$40 & everyone said at the time it was a bubble & couldn’t last…
Well it did & iron ore reached a peak of around US$150 before it collapsed all the way back to US$50 & now back at US$70. There is a lot of supply but it’ll take a number of years to come on & before that happens. There is a very good chance that we could see Lithium do what Iron ore did a decade ago... So I have been watching Lithium stocks with interest & they look like they will go on with it. Given the accelerated rally in the last month in a few – these types of stocks tend to have just as violent selloffs– but I’m guessing there will be a wall of buyers waiting for a pullback who will support theses stocks…
ПП: нямам акции свързани с литий!
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