NMT´s exposure to Lithium is rather small IMO. The main recoveries from the recycling will be Ni and Co.
I have NMT as a battery metals investment but not as a Lithium play. I love the timing of Chris decisions (e.g. Lithium offtake rights sale to Ganfeng lately) and the seriousness in their approach. There seems to be a long term view and a clear understanding of where value will be found.
In hindsight I wish I bought more, but at least I got a decent chunk and my average is 36 cents...
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NMT´s exposure to Lithium is rather small IMO. The main...
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