Morning Sankey 5/12/21

By Paul Sankey Published on May 12, 2021 at 9:01 AM

*INVITATION * Today * 10am ET * – Happy Coffee with Li-Cycle CEO Ajay Kochhar. Ajay is extremely strong on all things to do with his business, of re-cycling lithium-ion batteries. By extension, he is extremely strong on batteries, EVs, and particularly Li-Ion factories. He is absolutely at ease with battery market dynamics. Join a conversation with Sankey + a few clients. Yesterday the company announced an agreement with Ultium Cells, a joint venture of […]

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Sunday Sankey 5/9/21

By Paul Sankey Published on May 9, 2021 at 12:18 PM

Happy Mother’s Day! $AMTX – this small-cap generated way more response than my more-or-less throwaway comment on Friday ever intended, highlighting of a Twitter post. It was about related party transactions and we said it read poorly. Because it did. Apologies if your Friday was adversely affected, there is certainly hedge fund interest here. We have some strong bulls on the stock, who have done way more work than I have. The CEO is controversial, […]

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Morning Sankey 5/7/21

By Paul Sankey Published on May 7, 2021 at 8:44 AM

A salesman knocks on a door, answered by a 12-year-old boy wearing slippers, an oversized silk dressing gown, smoking a fat cigar in one hand, a huge snifter of brandy in the other. Stunned, the salesman asks “Are your parents in?”  The boy replies “What the fk do you think?” Americans love T shirts. They have the constitutional right to bare arms. Wife: “You need to do more chores around the house.” Husband: “Can we […]

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