@HRA-Coffin I think most of you that are gaga for #lithium underestimate the sector's supply ability. It will be hot for a while then oversupplied. I have seen this movie many times in small market industrial minerals that are not geologically rare. from #popular, 15 Apr 2016, 12:27
@HRA-Coffin That's what I get for tossing in a #lithium diss and then leaving to walk the dog. To be clear - I think the lithium market is real enough and, yes, growing fast, but a number of the stocks in the space have gone parabolic. That's fun and I'm riding a couple my self but I know what the other side of the move looks like. I think lithium price stay high for a while but the longer term winners will be the two or three that are first to market with production costs at the low end of the curve. I agree with @Kristian on some the Aussie names because it looks like they will be first, notwithstanding the difficulty of dealing with spodumene. I think they are a great promote. All I'm saying is don't fall into the trap of thinking there will be shortages for 10 years. There won't be. Lithium is quite common. Just a matter of applying enough capital to the space (and a bit of time) and there will be tons of supply. In the meantime have at it!
from #index.html, 15 Apr 2016, 14:27
A lot of good chatter on this chat hub:
https://ceo.ca/lithium
