The fundamentals are there, the outlook on the need for EV...

The fundamentals are there, the outlook on the need for EV battery materials at this present time show that battery recycling will be a necessity in order to keep up with demand.

When you look into the metrics of future recycling economics, 1$ could be a feasible portion of the market size.

There has to be a-few bumps along the way, but just like the old saying goes, no pain no gain.

In the mean time my same fundamental investment logic led me to a stake in TMK:ASX. A diversified green Mongolian coal seam gas play on the doorstep of China and a MOU signed with china’s largest oil and gas company Petro China.

1.2 TCF maiden contingent resource and 100kms + of prospective area being drilled further soon.

Pilot well hopefully will bring first gas to surface, which can be sold straight to local coal mines. Pilot well done nearby before already by another smaller company.

Only a few Kms across the desert to the Chinese border and gas infrastructure, where gas demand is expected to double in future.

The logic is there with both these plays when you take a bit of a look.