Fundamental Analysis - SYA, page-398

Couldn't agree more Doc. And despite what takes away from the concerns as to forecast ' World Growth' the EV wheel has been set in motion and fortunately us all ( namely our children ) , it is the way in which the world is going to change . In fact has to change.

So the prices for these ' critical ' minerals may fluctuate around from time to time and in respect to different opinions and forecasts. However bottom line is the fact that substantial resources have to if not must be both found and come on line now and most definitely before this massive ' roll-out ' of change even remotely reaches a full or even half head of steam.

In the meantime - plenty of ' sustainable ' money to be made in this sector. To a certain degree , we have had our correction and I fully expect a reasonable amount of disconnect from the broader economic issues surrounding interest rates. The reason is the demand side .....and the pressure this will put on deals. And the deals as we all know now are not so much about purely and solely the debt side of the equation. Its about production and securing production into the future. Equity under these situations as well as innovative production ' Streaming ' arrangements , JV's and of course M&A activities will feature more prominently in this sector IMO going forward.

I doubled my holdings today folks - and will double again tomorrow and again on Monday day if necessary should the clear opportunity arise......