On a macro environment level things have changed well in favour of EMH in the last 12 months. The EU has made it known they want to be self sufficient and have zero reliance on China. This week Thierry Breton made a speech in front of the European Parliament's Committee on Industry, Research and Energy. Some key quotes were :
"To meet our Green Deal targets... we will need even higher amounts of critical raw materials...... considerable lithium resources in Europe.
“We have, for example, considerable lithium resources in Europe. We are positioning ourselves so that by 2025 we will be almost self-sufficient in lithium for our batteries.”
EMH have EU’s Largest Hard Rock Lithium Deposit and their deposit accounts for 65% of Lithium in the EU.
https://www.pv-magazine.com/2020/10...zBz0RbBZFgL7hXVCmjU6qUfIiaB5RkX0zSh2aUHjH-duk
On a macro environment level things have changed well in favour...
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