E25 2.17% 22.5¢ element 25 limited

The Dawn of EV, page-499

  1. 839 Posts.
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    I'd like to hear some bearish outcomes for E25. It's good to hear both perspectives. I think the largest short term risk is going to be overcoming any slump in manganese prices. So far we have Chinese oligopolies on our side as well as a shutdown is the South African economy. Another big risk is going to be AUD appreciation. It seems that right now Delta is keeping the Aussie cheap. Any other thoughts regarding potential bearish outcomes?
 
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