Riding the Lithium Rollercoaster
Navigating the Peaks and Troughs of the EV Revolution
Posted on 27th December 2023 | By Elric Langton
As a seasoned observer and participant in the lithium market, I’ve navigated through its ebbs and flows with a blend of caution and opportunism. My investment strategy, focused on a basket of pre-commercial lithium juniors, was crafted with a long-term vision, fully aware of the turbulent waters of this sector, warned readers, for which I received much critique from some bulls. In this editorial, I aim to delve deep into the intricacies of the lithium market, its impact on EV adoption, and the broader implications for investors and industry stakeholders. I adopted a pound-cost-averaging strategy for several reasons. One of them is the long-term nature of my project. I also wanted to smooth out the highs and lows as I treat each investment like a pension fund. However, despite my careful approach to avoid buying near a company’s peak, I still ended up buying at new lows every time I added to my investment. As it happens, it seems I am stil…