RVR, page-74

this feels like the start of an up-cycle for certain metals driven by fundamentals and transition to green economy demand, offset by lack of investment post 2007 financial crisis rather than one off spike in prices. Gold also poised well as global inflation takes hold. Could be a very good period ahead for RVR commodities …. If they can get these new mines underway in a market that is scrambling for talent they should be able to generate a lot of cash in coming quarters/years.