Useful insights, an article that warrants broad distribution.
I wonder how close @CloudCap is to Tivan and Grand Wilson. CloudCap joined HotCopper in April this year and has posted on Tivan. CloudCap website indicates this is the first article published since 2022 (could be wrong). Motivation for writing could simply be as an investor, seems unlikely that an analysis of critical minerals around the world lands on Tivan (at this point).
Thankful for the article and bringing together the investment thesis.
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