Thanks Gero, I'm not sure it really matters though.
As I’m sure you are aware, the market volatility is just noise, there will always be short term actors trying to capitalise on this. It really depends on your investment thesis.
I am invested in a world class asset with vertical integration and IP, that provides security of supply of critical materials for the electrification revolution (with exceptional commercials and social utlity). In an environment of geo-political instability and de-globalisation, I think this is the best place for my money. It provides real utility i.e. energy storage, and is far better than some ones and zeros (crypto/software). The share price will sort itself out soon enough.
It's all about the permits, funding, and how big this can scale. The demand is not an issue, but these three factors are all linked. I have no question about any of them. Europe needs Talga.
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