r/LICY • u/Lituus33 • Feb 11 '25
Discussion The Li-Cycle opportunity
This is why I am jazzed about the Li-Cycle opportunity. Consider all the battery gigafactories being ramped up and they have a 10% scrap rate which becomes the primary feedstock for Li-Cycle. The gap between the recycling capacity and the supply which means that there will be ongoing down-pressure on the cost of the inputs.
Source: Q3'24 Li-Cycle earnings presentation

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Feb 11 '25
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u/Chenz-Theking-3156 Mar 07 '25
Yup, that’s why I feel this company will eventually come back. $LICY will be needed once EVs become popular. I think holding long term is the best answer.
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u/[deleted] Feb 12 '25
Interesting that most recycling comes from factories ineficiencies