Agree EMH is an interesting one. Have had it on my watchlist since 2015. Missed the big run up but after the decline I have been waiting for a point to step in. The trading on the LSE has been interesting in the last weeks, being capped hard at 19p. Could be the entry point I have been waiting for. Seems that some accumulation is going on.
However, it is a bit too early stage to expect a big deal with one of the majors. Also still to much political risk. This is why I left it out. But from size I should have mentioned it. But since it has been dormant for such a long time I forgot. Also it is a complex chemistry and will deliver carbonate and/or hydroxide. So it would benefit a lot from having a gigafactory near to it. Clearly this will happen but we will have to wait for that for the EMH case to improve.
