AZL has more risks than VUL but I think better economics trumps all. Prairie Lithium project is "the" one to watch cost-wise... and I'm not the type to watch something this much without money on it. The cost structure is mind blowingly cheap, so even a "slump" on lithium macro means fudge all and the project remains profitable while more expensive ones taps out... provided AZL reaches production. In my opinion, better to invest before the big fish sees and invest usually via end product distribution from pilot, than after.
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