I also think there's a cultural blindness in Australia to the opportunity of battery metals, since we have almost the lowest uptake of EV's in the OECD, because there is no policy from the federal government, and state governments are now disincentivising EV sales.
All this has little effect on the global demand for battery metals, but the perception that EV's are not a 'thing' does reduce the demand for shares in companies involved, and indirectly makes it harder for them to raise funds. It's pretty insane.
PM1 Price at posting:
3.8¢ Sentiment: Buy Disclosure: Held