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Interesting report, even if it is out of the question for me as an investment, as it will probably grow solidly but not rocket-like, i.e. it will fail to meet my minimum return figures. But what interests me! Rare earths are needed for PV, batteries etc.. Are they also recyclable in the scrap?
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@Multibagger Unfortunately, I don't know enough about this or about overbuilding.
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@Multibagger
In fact, neither batteries nor solar systems contain rare earths, even though this has been claimed in every article for years.
However, solar cells in particular do contain rare and valuable substances, so there is definitely something to be gained there.
Batteries, on the other hand, are 90% iron. Not worthless, but not exactly the hot shit either.
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@TorteInYourFace thanks for the info
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@Multibagger Hi Chris, would $LI be of interest to you at the moment?
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@Max095 No, lithium explorers are totally uninteresting for me. Very often, when it comes to mining, the whole business is no longer profitable due to the sharp fluctuations in lithium prices. And lithium has not yet been affected by the China ban.