I am sure the commodity markets do understand the "boom" but the "boom" has not happened yet. Talking about the future demand - which will occur within the next 10 years is not enough to drive commodity pricing yet. Talk of a future boom however should encourage finance into the sector on agreeable terms. The sheer number of lithium, cobalt and graphite companies now vying for finance/JV's etc should be a great indicator of support. So if VRC can't get finance or JV partners on agreeable terms then there is a disconnect .. IMO
Testing times, but basics win in the end, page-38
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