All the big players, IGO, GLN, OZL, BHP, know what the future of...

All the big players, IGO, GLN, OZL, BHP, know what the future of copper in the foreseeable future will be in short supply.

In fact, there are predictions that there will be structural defecits for copper past 2025 maybe sooner. That means demand substantially exceeds supply.

Copper production is plateauing because of under investment, problems in South America where most copper is produced, grades slowly reducing. It will takes years for these issues to work out.

Scrap recovery will go some way, but there is no real substitute for copper supply from mining.

The market sees players like AR1 restarting and have given the thumbs up. There are also many start ups in the Nickel space that are getting attention. Same deal.

So I'm not sure that the market is so skepital of these restarts any more. Glencore certainly believes in us. If they believe, the analysts will believe as well.

Market cap is crazy for us. And money is looking for a place to park for the next few years. Many investors see commodoties, especially battery commodities, as a good bet.

CYM well placed in all of this. Watch the small to medium investment houses start to scratch around and build positions. Once finance is absolutely secured, that will be the time.

Cheers