Hi AUZ (up/down rampers, all)
What I am interested in is the medium to long game here. The need for materials is only a trickle, but with all the legacy autos only now starting to look for stuff to try and emulate Tesla, the trickle is about to be come a stampede for mining assets.
Some inspiring analysis of the global battery material space is covered in this discussion with Alex Potter (Piper Sandler) https://www.pipersandler.com/2col.aspx?id=7&analystid=485
Ann: Investor Presentation, page-55
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