I posted this link over on an Allkem thread but for those that don't frequent that space.
Here is the latest presentation by Matt Fernley, who I think is an excellent analyst of the battery metals sector. He is extremely positive about the future of upstream producers of minerals like lithium. The lads at Essential need to go hard and go long, this is likely a once in a career opportunity for them.
ESS Price at posting:
49.5¢ Sentiment: Hold Disclosure: Held
