Well that didn't work out very well and you should of gone back in. Would've been a lot worse if you shorted lithium I guess (unless you could get in on the Big Boyz short). I did the opposite of you and bought a whole lot at lows of SLI (along with increased trading of a few other lithium stocks that were positive). Lucky for me, my larger SLI money gets $100 mil investment from Koch and goes up over 22% while my lower GMGMF money gets hit down over 10%. Of course this stuff is a heavily manipulated market, and it will go where the big money wants it to go. Regardless of what or any other "disrupting" and/or better options that might be available. What we had with SLI is big money going down on a short and then purposely putting out a hit piece to make their payday (planned and orchestrated). Then coincidently we have big money going in when the pps is at it's lows (after the short covering and that money made) and I suspect that SLI will generally trend up over time for that payday (the house always wins). Conspiracy thoughts might suggest that the two were in cahoots with each other and all part of some combined plan. Regardless, it had nothing to do with lithium, battery, or any product, just control and manipulation of big money and market.
From what I'm seeing the big money going into lithium right now is not worried one bit about any "disruptive technology" and big money will be what controls the general usage, views, and trends. Just like big oil with our dependency, wants, and need for it. The power the oil industry has over governments, consumer, and other industry controls the market. There's been many instances over decades of big oil just shelving tech and patents, tech and processes that were better ways of going at it, more economical for the consumer, better environmentally, it just interfered with what they already had in place, their profits. Tire industry, another example, "disruptive tech" has been out there a generation ago to only buy one set of tires for a lifetime, but that's against big money, and that doesn't go away with the new EV's (neither does oil in the making of rubber). The current environment and public opinion is being more disruptive to them now, and they can't hold it back any more, but we still are going to have a very large dependency on big oil for decades to come (along with more money per unit covering for less units produced).
Even if a new "disruptive tech" battery arrives (and there is many working on it including China and the well established names for decades), it will take years to actually just start to "disrupt" and decades to finish disruption. This company or any company making some small little batteries, no matter how great the tech is, in a relatively small factory is not going to have any effects at the level being discussed in lithium downside or reasons to "short" the industry for many years to come. And then there is more yrs moving to higher voltages and bigger applications mass produced to be worked on. None of it happening over short periods of time. I'm not saying that Graphene Manufacturing can't be a success story and profitable for share holders (it may not too), it just won't have success in overpowering investment in lithium any time soon.
Nascent technology (in which AIBs still are) takes a very long time to work through all the trials and tribulations on the road to main usage of the masses.
“The markets can remain irrational longer than you can remain solvent.”
John Maynard Keynes
