Assuming the sector/thematic continues to grow over time, all...

Assuming the sector/thematic continues to grow over time, all mines with capacity to expand should also expand in line with that demand growth. Nothing moves up or down in a straight line, and according to the so called experts, the next 3 to 4 years is going to be messy for the entire supply chain, given the investment across the whole chain have not been distributed evenly.

One of the key developments I would like to see, is some decent (at least 40kt) downstream integration, which I believe is essential from a carbon footprint perspective.

Some on here seem worried about the day to day sp movements, what is Mr/Mrs market telling us atm. While that past 12 months has been a strange but surprisingly bullish environment for this and many other sectors, you need to identify whether some fair value metrics, thus when its frothy and when it's not, as Sjlasx did in his excellent analysis the other day.

JelloB guesses he's okay with a 200% return, wow 10 years of a decent 8% annualized return in less than 1 year. Achieving 2 bags is quite rare, not the norm, cant please everyone, I guess.