I'm working on a poker player's hunch that Justin Werner et al...

I'm working on a poker player's hunch that Justin Werner et al are the real goods. That they know what they're doing and are negotiating the ups and downs of the market and threading their way through the thickets along the Belt and Road with a clear target of World Domination.
I'm assuming they're fully aware of the growing esg imperative and will make timely moves there - as they already have in building the new carbon neutral HPAL mixed precipitate plant.
I'm hoping JW is enjoying putting the pieces together and building a massive enterprise, and that he will keep at it for a long time yet.