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Hfox1 (H) Looking Upstream & Downstream 🤔
@claudiohfox
Researcher/Analyst/Investor AIM ASX TSX #Cu #Au #Ag #Lithium🌊DISCONNECT #ALL $LKE $SYA $NANO & afew more+ #EV🔋SupplyChain #DLE JoiningDots🤔NoADVICE🙏 RICCA
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Mar 1, 2022
•
4 tweets
•
3 min read
The
#Lithium
space includes about 100+ companies
Unpicking the sector takes time, 7yrs & I’ve really only just begun
CEO, analysts, broker research, geologists, chemists, metallurgy, grades, logistics, drilling, financiers, media, marketing & stock promotion
1/
Then there’s working out what Quality, Quantity & Qualification really mean let alone the
#Lithium
&
#Battery
supply chain or
Offtake, ESG, ESIA, JV, M&A, supply & demand disconnect.
When analysts are paid to promote they should disclose their links.
Not all do. Why is that?
2/