I think many people forget that MCT is an EXPLORATION company....

I think many people forget that MCT is an EXPLORATION company.

The capex required to dig and sell is a huge barrier for MCT.

If the chinese want it they'll buy it when it suits them to have a stockpile buffer for receiving and processing on the other end so there is no downtime because every minute for the monster zinc supply of AB costs thousands in time value.

although factories have closed worldwide and mines have run out, the rate of construction and use of zinc won't simply stop or reduce, populations still expand and use cases for zinc will continue to scale organically. add better battery technology to the mix and zinc can really start to push orders of magnitude of today's prices.

for the very long term plans that require 20 years in supply, it would be very stupid for the money to not lock in prices soonish