Notes on Lithium
Jun 2, 2021
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After some three months of correction, GangFeng Lithium has re-emerged.
That the EV sector is merely in its infancy stage remains valid. With growth underpinned by government policies (globally), ATEC would say that visibility into the demand prospects for the Lithium sector cannot be clearer.
Yet it took a severe correction to shake off the previous froth and un-nerve enough investors to re-set the stage.
Being one of the largest lithium producers globally, and having the advantage of being vertically integrated as well, GangFeng is in an enviable position.
Provided 107 holds, ATEC believes we can see new highs for the name.
