Ann: Significant progress to date at New York Gigafactory, page-71

Hi Boots,

I would say Steve is right...raw materials needed to feed the Giga factories is the place to invest in.

Boots, finding and investing in current/near-term producers (that still have a low MC) of materials needed for the EV and Storage Tsunami that will hit coasts around the globe is where the rewards will be.
Major Battery Producers will need lots and lots of Graphite, Cobalt, Lithium and Nickel to name a few ingredients to feed their giga factories...I know you are thinking you have hit the jackpot with cobalt and nickel free...but looks like Co is here to stay...we don't want any more EV's going up in flames than absolutely necessary...more Co = less fire.


American researchers think they have found a way to make lithium ion batteries last longer — and the change requires extra cobalt.
The advancement is good news for battery metals suppliers because lithium ion batteries are made up of several commodities besides lithium, including graphite, cobalt and nickel.

https://unauthorised investment advice/resources/...ries-last-longer-and-it-requires-more-cobalt/

All IMO