It definitely is a recurring theme that more manganese rich chemistries are becoming front and centre. Combine that with forecasts for significant deficits in a few years time (even taking into account chinese supply and current in development projects), the restrictions on the countries battery metals can come from (i.e. foreign entities of concern for the US), plus the additional subsidies that more "green" materials will attract and the minimum standards the EU are proposing in the space. EMN ticks all those boxes, and is further ahead than most other similar companies in this space (i think ive seen one company with a pilot plant and that's the best). Despite what the share price is doing today, i think the company has a really bright future.
EMN Price at posting:
8.6¢ Sentiment: Hold Disclosure: Held
