As the business plan unfolds, the stock price will reflect all aspects of the business, and decouple from singular aspects, such as just nickel and cobalt pricing. That all these other aspects of the business are not priced in to the valuation of the company is why there is blue sky upside to this company. all on top of the inevitability of sky-rocketing cobalt and nickel demand from the EV revolution. Right now, 80% of nickel is used for stainless steel in China.
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