At this stage of global decarbonisation most stocks in the EV material supply chain are still specs so if we invest we accept the risks that go with it.
My own assessment is this 'new world' industry will be huge and TLG an eventual big player.
I cannot see Sweden or any other Countries snubbing natural in favour of imported or local made synthetic which leaves a huge carbon footprint.
Potentialy huge economic benefits for Sweden.
As time goes by our bargaining position improves. I am a patient long term investor and add every now and then.
You can bet MT has received plenty of offers that require passing a share of the resource to a partner party. All rejected of course.
Be honest now!, page-29
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