I did my undergraduate degree in Durban.........Summa Cum Laude in Surfing!!
As for TLG with your background you would know that "nothing" is certain!
However the world has taken "climate change" by the horns and the shift to EVs is indeed certain.
If one assumes that this change, inter alia, effectively signals the beginning of an new industrial age there will be very substantial growth in demand for associated commodities - graphite being one of them.
So if one ignores the "noise" surrounding many of the posts on HC one can be confident that TLG will indeed become a significant contributor.
However there are a couple of caveats - in the first instance Swedish Politics (permitting etc).
Equally it is important to remember the lessons of the last industrial revolution.
The revolution itself gave birth to significant technological innovation - the same will happen now and probably more rapidly.
Therefore one needs to be cognizant of developments in battery technology etc
For me TLG is great medium term investment but I do not plan to be there when the music stops.
Cheers
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