Tesla Battery Day, page-5

Also note that the company mentioned in this article (Manganese X Energy Corp) as the only exposure for Nth American manganese supply was up 77% yesterday and is up 750% for the month !

Now E25 is also up 530% since the March covid19 sell off (we hit 10c or maybe 9.5c from memory) so it has also been a star performer.

But the ride may have only just begun.

We have moved to these highs on the awesome economics (high NPV & IRR) wrapped around the Mn ore to be used in steel manufacture

But don't forget that this project will be back-ended (is that the word) by a battery metals/EMM business that will dwarf even the steel production business above.


Mn prices have rebounded
No one wants to deal with China
and
and
and

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