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Is lithium still worth watching?
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ticker lesson
Breakdown
0:00Serge Battery Metals· ticker
Serge Battery Metals — skeptic, shareholder, direct lithium extraction concerns
- Skeptic about lithium market
- Shareholder sold enough to hold rest for free
- Concerned about direct lithium extraction
- Uncertain if technology will work
- Prefers understood circumstances
0:01lithium market· ticker
Lithium market — direct lithium extraction disruption risk
- Direct lithium extraction from brines could disrupt industry
- Exxon, Chevron, Oxidental, Mid American believe in technology
- Uncertainty about technology viability
- Industry competition may become unmanageable
- Host lacks expertise to assess probabilities
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