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23:41
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Originally posted by insaf
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Ultimately the aim in these highly speculative stocks is to set oneself up on important commodities where exploration has provided some confirmation. This doesn't mean the company will succeed but what a good narrative does it can create hype and attract money flow at different times. In the race for commodities present and of the future the strategy is for the powers to lock in supplies through direct ownership or indirectly through alliances. Look at cobalt - drc is the main player. China has got a dominant foot in the door and whilst we have the western nations highlighting poor ethics and practices as a means to cease access to the dcr china continues to be pragmatic. Ultimately the end user might demand reforms but do we really think eventually they would risk losing market share to competition?
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It's not necessary if it will eventually go to production or not.
