I am trying to get my head around the importance of all the talk about regional politics and what it has to do with a Li spondumine mine placed smack in the middle of Europe with VW and maybe Tesla or any other European EV battery maker circling.
There is very little competition that can beat that.
I have started reading about Czech politics from what I have read they are in align with Europe
I am an investor in VUL but they can't supply the LiOH needs for Europe by themselves EMH is definitely undervalued atm imo.
Next week, next month both will fly because of EU legislation favouring local supply and those with a low carbon footprint, the demand is no longer an issue.
Both companies are based in Australia and it is up to Australian investors who need to work out who will be the winner in Li supply in Europe.
OZ spod will fit in but after European options have been exhausted.
2021 - The Year for EMH, page-850
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