Regarding all the future battery chat for in 5-10 years. I personally don't care too much, hopefully there is new tech as are batteries are far inferior to what we are asking of them these days.
But my view is we currently have multiple companies investing 10's of billions EACH into manganese based batteries, so for now and the next few years the market is telling me manganese.
That might change in 3 years, maybe? if it does I'll listen to the market and move my money accordingly. But for now and atleast the next few years I see people going nuts for a TRIPLING of revenue over the next 8 months and a PFS for high purity that should then DOUBLE the company ontop of that again.
Once that's all done I'll re-evaluate my e25 holdings, but for the moment there is way too much upside.
The Dawn of EV, page-130
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