and the news overnight that the rare earth magnets restrictions are only temporarily lifted means focus on recovery of all elements via recycling will get a boost..which is of course great for us. I dont know if there are restrictions yet in exporting electronic waste from USA to CHI..but perhaps there should be? Another final point in our favour: There are many super funds etc that ethically wont invest in armaments companies. If these funds want to get similar returns then exposure to companies like MTM (which have ‘green/non military’ credentials, even if materials recovered by recycling may get bought by Defence companies) is vital. Would not want to be short MTM for sure!
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