yep super bullish language re transamine and the contracting up of our remaining supply.
reading today’s announcement about Europe and their ambitions and the raw materials and investment and finance and everything else required for them to achieve their ambitions, well multiply that by a factor of 10 and you are probably looking at the minimum of what America will need for their green deal.
It is shaping up to be a triple threat match between Asia Europe and America for the dominance of the EV and renewables industry and the raw materials.
Right now, there is just not enough supply of raw materials in order to meet the above future ambitions. So it is inevitable that your CXO’s and LTR’s and second generation miners are going to get the call up off the bench and see some significant game time.
As always, great value at sub $50mil MC given the above.
IMO
GLTAH
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