It's all about execution. Disappointed with the delays to date but there's no doubt that Governments are still driving the net zero agenda. Despite short term concerns about a recession, there will still be governments/corporates looking to lock in a large, high quality supply of Lithium and other battery/rare metals. Just look at the focus by the US and UK doing a minerals deal with Ukraine.
Having said this, I think we might need to wait a couple of years for a full buyout/IPO. I think there's a good chance of only a partial transaction by June.
