Mate I feel sorry for you having placed all your faith in certain individuals who wouldn't know a rock if they fell over one but my worst fear is your deteriorating ability to read and understand what people are posting on here let alone company reports.
It must be nigh on a year ago when I announced on this forum and on Twitter and other platforms that lithium was as dead as a dead dingoes donga and my focus was iron ore. I did about 15 deals in lithium but I never get married to a commodity - with the world we live in its Jack be nimble Jack be quick.
As for EV's we have done that to death - I detest Blackout Bowen and the Labor renewables focus and if you were on Twitter the last year or so you would see how I take Teals like Spender to task. And maybe a million words on here where we have agreed on the EV thematic.
As for the grid mate -with AI the only way the grid can cope is with nuclear - in the USA the big tech companies and their data companies are going direct to the nuclear power plant operators to lock up energy -so forget EV's the problem here is we will miss out on having big AI data centres if we don't have nuclear. EV's are only a small part of the grid problems-
Now if you had taken your ear plugs out or read my other posts on this forum you would have noticed I put iron ore on hold and even went further by saying I agreed with Baowu -it's going to be a long hard winter for iron ore and worse than '08 and '15.
So with the pressure the Govt will face without all that iron ore royalty and tax income you better hope your pension is safe - hard times for everyone beckon.
Now if you were on the ball you would also have noticed how active I have been in the gold space -just because I was quiet on this woofer doesn't mean I have been quiet. I have a lot of gold areas -companies drilling I have listed - new deals on gold in Guinea and lining up gold production scenarios in WA.
So mate I am as happy as a pig in the proverbial - back doing what I love in gold and they can stick their green revolution and critical minerals where the sun don't shine.
Get out of your sack and get on gold -
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