spot on mate, down stream processing is where the big profits come from (as stated in the video). RNU already looking to go downstream and produce PSG, and hopefully in the future, further downstream processing/anode coating with involvement from Posco. News articles are becoming more prevalent and popping up on mainstream media. Things are really heating up in the EV sector now. It feels to me like the next few months could be the final opportunity to get positioned while market sentiment is still poor, before things take off in the years to come. As the man said in the video currently 2% market penetration of EV's in Aus, but there will inevitably be an inflection point. give it a few years and i think a lot of people will be talking about their new EV. Our new Government is also more supportive of the Energy transition than previously, and it will be legislated further in the future i believe. This is just the beginning.
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