I agree. This quote says it all:
The biggest opportunities for us as investors at AustralianSuper is when the prices are at cycle bottoms,” Smith said, adding that he also sees “lots of opportunities” in nickel, cobalt and 'graphite' as key materials in the energy transition. The lithium sector and the other critical minerals are likely to be “an attractive place to invest” over the next five years, he said.
Near-term shortages in supply are here. And RNU's recent announcement that they making adjustments to its graphite production approach will mean that they have high-value industrial markets to tap into. Therefore, it is not out of the question that an industrial partner may provide an offtake or equity investment before we have an anode player on board. Spreading out the love.
Fear of missing out is with the multinationals.
AIMO, DYOR GLTA(patient)H
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8.7¢ |
Change
-0.001(1.14%) |
Mkt cap ! $221.1M | |||
| Open | High | Low | Value | Volume |
| 8.8¢ | 8.8¢ | 8.6¢ | $145.1K | 1.668M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 17 | 1846149 | 8.6¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 8.8¢ | 5550 | 2 |
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| Last trade - 16.10pm 30/07/2024 (20 minute delay) ? |
| RNU (ASX) Chart |