6 months ago NCM batteries were still predicted to be the dominated battery chemistry for the next decade, with 80% of the market.
Also cobalt was to 6 fold in requirements over the next decade.
6 months later cobalt isn't looking as safe.
Auz has had bad luck.
The most advanced battery minerals developer in the country got super unlucky.
Why would anyone invest in Arl aswel if LFP will dominate the market
Ann: Application for quotation of securities - AUZ, page-73
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