Iain, David

Thank you for an all-encompassing evening on Monday - I really enjoyed all your presentations and was particularly captivated by Clive's input which I found "doubly" interesting as I found myself on the same page as him across the very extensive subject matter that he so diligently covered. (I now also consider myself enlightened as to the possibilities with lithium, which I had so far interpreted as being a potentially dangerous sector to be involved in - having been rather let down by none-too-dissimilar "possibilities" with graphite a couple of years back).

 Clive does seem to take a somewhat innovative approach to the way he looks at the commodity sector and I found myself deeply absorbed in his content. In this respect it was well worth my London "overnighter" from Cumbria in order to attend!

 This was my first time at the CC for a MN and, as David was highlighting, what a thoroughly "civilized" place it is (it makes the EI Club look a bit "pokey" by comparison!). Having a late dinner upstairs was an unexpected privilege and I can't conceive that I will ever spend a better £25 for such rewarding culinary input!

 Well done to you all and I wish you well on your extensive travels, Iain.

 Please find below some commentary on lithium, "The Race for White Oil Is Heating Up" (Agora), together with some stock suggestions. 

David Fuller's view

Many thanks for your comments on the Markets Now and also The Caledonian Club. I thought Clive Burstow, introduced by Iain Little, was a great addition to our list of speakers. I particularly enjoy the chats after presentations.  The dinner was unplanned but a relaxing, spontaneously arranged event and a nice conclusion to the evening.  Thanks also for the commentary on lithium.  I would like to have a look at those shares and aim to post it later this week.  

First notice: our next Markets Now will be held on Monday evening 16^th January, also at the Caledonian Club.  Dr David Brown will be our guest speaker, discussing technology.  The brochure for this event will be available before the end of next week.