RE:DiversificationHope it can help you NSA ! I must admit the H shares are looking really good compared to the A, but still i don't trust the chinese market laws enough to invest solely there . I mean i would not put an usual risk on a chinese position, due to the shady accounting regulations :
https://seekingalpha.com/article/4071581-sifting-price-difference-shares-h-shares-ah-premium-value-stocks And for a wider diversification, along with the usual LIT wich is heavily related to ALB SQM , I would like to suggest BATT. These altenatives offers good diversification without having to rebalance portfolio in one and easy ticker to trade :
https://www.etf.com/BATT#overview Apart the usual lack of delivery, here's another well written problem, that may affect ALB and SQM plans to increase their productions :
https://eandt.theiet.org/content/articles/2019/08/lithium-firms-are-depleting-vital-water-supplies-in-chile-according-to-et-analysis/ For the graph publish by rodney hooper please, let's read his own commentary. For
Nothing
Put
Visual that's the group of letters under the picture:
https://twitter.com/RodneyHooper13/status/1163816083016388609 My men Mr. Vincens replied to rodney hooper on his LinkedIn 2 days ago :
Low capital intensive projects with low operating cost with proven technology should get over the hill and that includes brownfield projects as mentioned by you. However, those projects alone will NOT be enough for the bear thesis to hit.
For the integral : https://www.linkedin.com/posts/rodneyhooper_lithium-economics-demand-activity-6569882470236454912-a60U My last but not least his from Andrew Miller : https://www.mining-journal.com/leader-interviews/news/1368156/lithium-supply-short-of-capital-and-soon-maybe-time I would like to highlight as well the accumulation of our CEO, who bought an other 65K shares on the market yesterday ! I love the odds of NLC, especially when an experienced team buys publicly a unique growth material project priced at a 30th of his NPV .
Patience and Good week end !