OTCQX:AVLIF - Post by User
Comment by
Not2Siriuson May 18, 2018 6:08pm
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Post# 28055105
RE:RE:interesting article analyzing MS outlook on lithium.
RE:RE:interesting article analyzing MS outlook on lithium. kikker01 wrote: So you dismiss Morgan Stanley based on a blog post? Wow you got me.
Kikker - Mike is right, there are many analysts far more respected in lithium than Morgan Stanley that argue their oversupply thesis is wrong. I agree it is wrong. It assumes an overly pessimistic EV uptake rate, and also assumes that supply comes online from every project without delays or issues, and that every junior will get funded. Although Morgan Stanley gets a lot of respect for its market analyses, it is treating the lithium industry as though it were the iron ore industry and mines can just be switched on easily. They are not lithium experts, they are general market experts/economists. They are fundamentally wrong on lithium.