Comparing CTM to stocks like SGQ and BSX, page-94

I think you're looking too short term, this isn't Lithium where there is no underlying market, we are seeing undersupply given existing demand. The additional demand is all new industries and will be sustaining. Given the growth in long-term demand, it's sensible to be looking at the best sources of a new long-term supply, and it's hard to find anything better than CTM with this in mind (Trust me I've tried). A significant resource that is easy to access (shallow, sulfide) easy on the CAPEX and with good infrastructure and partners in place (Vale).