Goldman Sachs today lifts IGO valuation to $11., page-66

I suspect, they feel better than the ones who bailed on IGO and PB.

There's a long way to go in this whole EV, ESG story. (I have a few oldies telling me it's a bunch of Sh--, pardon me bogus).

IMVHO, what we have to do is use our personal ability and experience to navigate the new paradigm. That was a bit behind why I arced up about Twigg's green Hydrogen versus say conventional Ni & Li recovery methods.
To me, PB with IGO has the expereince to navigate optimally. proven both by the Trainqui buy-in but also walking away from the processing of Ni Sulphide to NI hydroxide or sulphate but using the lessons learned to get the WSa purchase right with potential value add.

BTW I've been batting (sweating it out) for four years or more in the HPA (high purity alumina) space to improve batteries. The same skills are required to pick winners intelligence and experience. I just found it easier to identify that with PB & IGO (and I was primed by the battle).

All IMVHO.