2023 4th Qtr Letter to Investors: A Deep Dive into Lithium

146 Views08 Feb 2024 11:44
  • 2023 was a challenging year, there was a lot of volatility in both long and short books.
  • We reserve the bulk of the letter for an extended discussion of our investments in lithium and the outlook for the sector in the coming years.
  • Despite dire headlines related to EVs, we remain optimistic about a lithium rebound and skeptical that supply can grow as robustly as projected.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

Already have an account? Sign In Now
(Paid Plans Only)
Massif Capital Research
Providing investors with a balanced perspective
Massif Capital
  • 2023 4th Qtr Letter to Investors: A Deep Dive into Lithium
    08 Feb 2024