Hahaha - a very strange reaction.
You’re dismissing possibly our greatest challenge. If you don’t think the impact of inflation on our upcoming capex bill is a concern, you’re either misinformed or haven’t done your research.
I remain a holder (and a substantially overweight one) due to the tech, the demand for battery metals (in particular battery grade nickel sulphate), the earnings capacity and the validation of LG and POSCO. Despite all of this, the capex bill remains a concern. After all, in order to get this project off the ground we require the $.
If you can ease my (and a large portion of the market’s) concerns in a post, by all means please do.
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