Thanks for info, and thanks to Evans.

A little comment on Evans' case on Twitter. Since we probably all agree that the EV conversion is underway and will continue with increasing speed, the big question is how big is the need for Lithium and what will happen to the price, which is unfortunately falling at the moment.

Evans answers these questions very well, so it is recommended to listen along. Whether Evans is right? but he must sit with great knowledge and better insight than we do. points from the post:

- the need is increasing, and there will be a shortage of Lithium. This is because investments in mining production are expensive, but the biggest problem is the time factor, as it takes several years to get approvals and the project duration is also long.

- the prices we see from the Lithium index are only from spot markets, so not particularly valid, and not at all the price at which contracts are entered into. Therefore, the price has probably never been as high as we thought, and now it is being artificially traded down.

- Lac has a good agreement with GM, they can purchase everything that Lac can produce and at market price. This should provide some peace of mind in budgets.

I sold out a bit when it fell sharply, but am now continuously buying again. Why did I sell? Was simply confused about their decision to sell shares to GM, think it was too cheap?, but it was probably the right price to attach a partner to the upcoming project, and probably also a good lobbyist in the long run.