match this against the rest of the commodities. you only want to back the winning/re-emerging sectors imo that have structural supply demand that is not going to be in the trump-china trade war. Uranium is another.
TYX Tyranna wraps up lithium drilling in Angola; says looking for other projects with different metals
AN1 CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch