Agree Mondy.
People and Positioning- Amazing People really, Positioning: Tier 1, ethical, western, US supply chain of critical mineral. In San Francisco, we have tons of good ideas, but we tend to invest in people to execute them especially at pre-public phase.
Greg Young, the co-founder of Glencore addresses the market well at 41:10
https://youtu.be/CtIPsJ86i-M?t=2470
If you haven't watched the whole interview, it's brilliant, everything you need to know-of course they can't disclose what's in the pipeline...but this is what moved me to pick up shares OTC here in the US. Nobody talking about Cobalt yet in US, except Government and under the radar OEMs who are indeed working on reducing the amount of cobalt in cathodes but in the meantime, Tesla Plaids explode... there is a material limit for that segment of the EV market that LFP is inadequate and Americans don't want 14 KWh Nios, they want their Model Ys, Lucid 520 mile range(incidentally that's what can get you from SF to LA), F150s lightining and Cybertrucks- for which there 1.2 million reservations. The F150 is the biggest selling pickup truck in the US(Joe Biden:"this suckers quick"), they all need NMC Cathodes, LiOH and are just getting going... adding aliquots as capital becomes available, unfortunately so many good tech ideas here...
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