Inflationary costs, unexpected weather issues and global economic malaise have created a challenging environment for many lithium producers and exploration and development companies.
As the lithium fund holds a variety of companies that are exposed to multiple revenue streams it might be of interest for investors to note that on a weighted average basis, the implied exposure to lithium from the top 10 holdings is equivalent to only approximately 30 percent of the fund's assets, based on the reported segmented revenue from the latest annual company filings.
Wednesday, August 31, 2011