Hi Gents! I have been following this forum with interest since July. I have studied dthe Tesla businessand thus the EV business and my conclusions were that to play the Tesla/EV card one should get into Lithium. That is how I found amongst others BCN and REM and invested in both. However, there is one thing I learned from my studies which bothers me and I do not really see any discussion about it on this forum but I am very inerested to learn your opinion on this matter. The issue that bothers me is that Lithium is not a rare element as is in fact available everywhere even in Sea water. The main issue with this isthat it puts an upper bound on the lithium price. Second issue is that it makes BCN potentially much less unique then we think it is. What are your ideas regarding this?
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