For me it's all about being in production and more importantly the lithium price and although it has crashed recently it is only short term because at the moment it's really only the Chinese market that's buying battery metals but the US and the EU are spending billions to build battery and EV factories and don't forget both governments have mandated the end of ICE vehicle production which means if you want to buy a new vehicle in the future it will be an EV full of lithium
Ann: Quarterly Report and Production Guidance/Cashflow Report, page-286
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