Ahhh… another same page article. I have been holding on to my MP too. In fact, I have been thinking of adding to my other Chinese rare earth minerals miner,
$JLMAG(06680)$ too. Although not related to your thesis on MP, rare earth minerals, like silver and copper, have grown in importance in each of their respective ways. When everyone is focusing on high tech moats, the investment community has forgotten about the basic building blocks that enable those technologies. It is not idea that powered AI and robotic world and surprisingly, Elon Musk just remember it. It takes a simple China’s action to remind the world what is important to power the future. US could be leading the AI and quantum computing race now, using undermining techniques such as forcing
$ASML Holding NV(ASML)$ not to sell EUV lithography to China. Without essential raw materials, all Elon Musk’s factories and dreams would come to a stop! That’s why I have been focusing my investment into the mining space.
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