RE:RE:EV Transitionmetalhead666 wrote: Well I don't think I'll invest. Sure the IRR is great and the current market for palladium is strong but given the timeline to production and the pace at which EVs are taking over I don't think this mine has a future. By the time they are up and running only the copper will be worth much...maybe the platinum as the transition to electrify big trucks will be slower....I prefer to invest in things with tailwinds not headwinds and these guys are in the wrong place at the wrong time. GL
https://articles.cruxinvestor.com/analysts-notes-week-2