Gemma Dale
speaker
283 appearances
1 recordings
1 series
first heard Aug 2024
last heard Aug 2024
Gemma Dale’s voice in public audio — every appearance, attributed to the second.
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Appearances
No, and they're highly cyclical as well and all of those things and yet they have consistently delivered for investors.
So it's uh it's an interesting aspect.
Look, lithium was obviously enormously hyped on the
Battery metal story.
We were all going to EVs.
You and I were talking about this before we came on.
You know, we're all getting EVs.
This is all happening.
There's tons of subsidies.
I was trying to sell you one just before we
Hard to do internationally.
Uh but you know, it it was so exciting.
The price was extraordinary and these off take agreements looked incredible and
then they're gonna come back to Earth, right?
That's what happens with the reason these industries are highly cyclical is because supply comes online.
If it's something that is relatively easy to find and get out of the ground and bring to market, supply will come online and that will drive the price down.
It's happened with nickel, it's happened with lithium.
It will continue to happen across the resources industry, time and time again.
I know obviously a little bit more challenging, but yeah, we've seen we've seen a fair bit of it and uh
And lithium has shrunk dramatically, I think it's a sector of interest for so many people.
Showing 41–60 of 283 · page 3 of 15
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