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Stock Pitch structure - Coggle Diagram

- - - - Slide 1 — Market definition: “Battery value chain + end-markets”
        
        One-sentence definition of the market (not just lithium)
        
        Simple value-chain map (resources → conversion → materials/batteries → recycling)
        
        End-market split (EV / storage / industrial) + 2–3 demand drivers
      - Slide 2 — Supply & bottlenecks: “Where constraints actually are”
        
        Supply sources + pipeline reality / lead times
        
        Bottlenecks that matter for Ganfeng (often conversion/refining + qualification)
        
        One “so what” line: which layer drives availability + margins
      - Slide 3 — Cycle & pricing: “What sets price and where we are now”
        
        Price/spread cycle (avoid fake precision; use phases)
        
        Clearing mechanism (cuts/delays/shutdowns/inventory normalization)
        
        2–3 leading indicators you’ll track
      - Slide 4 — Geopolitics: “China vs ex-China and scenario impacts”
        
        Exposure map by layer (assets/sales/processing)
        
        2–3 scenarios (tariffs/export controls/logistics) + the single lever each hits
        
        Mitigants (contracts, diversification, footprint, customer mix)
        
        Bottom line: net implication for your thesis