just luck that i saw that opinion piece. someone posted it on stocktwits on the LAC thread there...
fwiw, i think CYP should work out fine. a broad statement but imo, many of these Li (and other battery metal ) companies with good properties and strong managements should work out well, barring some major development of another solution. the demand will be strong and growing for decades to come...that writing seems powerfully on the wall !!