I am amazed that the local market has not yet woken up to this technology's potential.
This is a Xerox, Kodak, Gillette razor/blade kind of story at its very early beginning. This has legs for at least a good decade.
Give me 10 years at 20-25% compound growth rate, propelled both by geographic expansion et apps for other metals.
It has already turbo charged my position in Capital Ltd.
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