Stock price when the opinion was issued
The energy transition from fossil to renewable takes time. That's the reality. There's plenty of lithium in the world, but how quickly can we get it to market? The market was surprised by how quickly brine mining in Chile. Also, people aren't buying EV's as quickly as the market expected. Lithium is close to the bottom, so the risk/reward looks good.
Chemicals are doing well. He owns several chemical stocks, but not SQM. You may buy this for the litihum or fertilizer exposuire. You could step into this, and seasonally now is the time to buy fertilizer. Use the 150-day moving average of $52 as a stop loss. A good company. Pretty liquid.