E29: Thin Lizzium - 1H 2020 Market Scoreboard Recap
Автор: Lithium-ion Rocks!
Загружено: 2020-07-21
Просмотров: 116
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https://www.podbean.com/eau/pb-gq4kw-...
Rodney Hooper and Howard Klein are back after a 3-month hiatus taking stock of the information contained in the Mr. Lithium Market Scoreboard as the tumultuous 1H 2020 punctuated by Covid Q2 disruption is in the books.
Tried and true "Don't Fight the Fed" combined with a new pandemic maxim "Buy in May, Stay At Home," combined with Tesla $69.42 S3XY short shorts is leading to cautious optimism/better bid behavior across a number of lithium stocks.
While a battle for lithium mindshare has emerged from an upgrading Ganfeng China analyst from underweight to overweight vs. her SQM & ALB love/hating colleagues - recognizing the highly relevant dichotomy between speciality hydroxide for Tier One customers in Japan and Korea trading at 80% premium to China "spot" carbonate.
Tune in for detailed commentary on Ganfeng, Mineral Resource, Lithium Americas, Sigma Lithium, Altura and many new and old names in USA, Europe, Mexico, Argentina, Chile and Canada.
Not Investment Advice. Do Your Own Research. Read Disclaimer: libull.com
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