Nice post tinman9. Agree and have done these calcs myself. I’ve also looked at the solar cost reductions and that only improves the situation. Let alone factoring higher purity and demand increase and Fomo by automakers by 2023. having said that there is still a truckload of work to happen to prove it up. ORE p/e would be delightful I read somewhere it was 24
Nice post tinman9. Agree and have done these calcs myself. I’ve...
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