A Contrarian View,
After being enticed back to LTR by Padley/Jennings, (not happy guys) and wondering whether to take losses, average down, or sit it out and doing some further DD it occurred to me: Is it about the Price/Supply of Li OR the TANTALUM Credits?
Tantalum US$150,000. Ton.
LTR stating 130ppm.
World supply 2000 mTons
All in unreliable jurisdictions
Nothing electronic works without Tantalum.
Is this the hidden embedded value?
Any thoughts?
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