For battery materials it's a bear market. Not because there isn't a massive amount of $$ to be made, but simply because it's $$ to be made "later". If the investment can be held off in the short term so that a % of mum & dads can enter in and be scared off (and milked) by market propaganda at a later date, all good for the BEOT. That is what I feel we are seeing since the Lithium rerate of a month ago.
A guess at CLA asset value to be announced, page-28
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