The WES guys are pretty smart players.
The supermarket business was under threat ....so they spun out off .
Growth in hardware is slowing ....buys its enjoyed many strong years .
They in best in sustainable industries ( and commodities) with future growth.
Given the growth stats on EV take up and Li demand it's not hard to see that the Li
Supply chain will see huge growth . If demand exceeds supply ....which it seems it will Li pricing will rocket .
Yes the WES buy in is a major major endorsement of the Li sector l think .
Others will follow.
AJM looks to me like it's just so so oversold .....yet the fundamentals are so positive it could bounce back very strongly .
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