There is a good slide in the latest VUL agm at 27.01 (link below) that details the state of the lithium market in Europe.
Most research I have done points to a shortfall around 2030.
I'm not sure this Sorbent supply issue is permanent, might only be temporary while licences are provided.
Hopefully Bruce updates us on the forward plan for Paradox.
Has been pretty open and clear management for the last 6 years I have been holding.
Yellowcat update must be close.
https://youtu.be/IhIKSvsxV1I?si=yWW4mfYo_u2M55IA
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There is a good slide in the latest VUL agm at 27.01 (link...
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