Tesla has said they aren't interested in miners, they want more Lithium Hydroxide facilities. SGML is years behind Pilbara in production capacity. In my opinion, fully priced at this point. I'm focusing on copper miners now. Copper mines are capex intensive hence the M&A activity with more to come, and most of the working mines are at or reaching peak production. In the long run, copper will probably be a bigger issue than Lithium.
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