I like this concept.
I think the major reason why AVZ is very much lagging is because of DRC. Many big Lithium customers including Tesla announced they won't use resources from DRC due to moral issues. However I don't think it's fair to discount this much for Geo Risk as I believe the biggest electric cars market will still be in China & they have no issue of sourcing materials from DRC.
In the end, every business man is aiming for profit. If in the future, there is a shortage of supply outside of DRC, those companies will have to come to DRC, either directly or indirectly. By then, it won't be Elon Mask's call. Shareholders will vote for him![]()
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