RE: mr triumph15 Jan 2019 04:55
aandi, i would also add in that in respect of cobre , customers may not be directly involved in reselling the magnetie material but rather use it a mechanism as part of an industrial process and sometimes at less exposed industries eg waste recycling
LCCM I have mentioned who i think the main client is and as you say impact is possibly minor at worst.
Redmoor play if is tin and tungsten then again the move to EVs will compensate for reductions in vehicles globally plus batterification of the world ( ive coined a new term prop!) will i think compensate for any global downturns .
the world is on the cusp of a major shift in power generation technology for consumer equipment this is happening right now before our eyes and companies like Land Rover show how they were caught napping in the space of around 5 years whilst others have shifted their power generation technology.
Politicians across the world are embracing the new and clamping down on the old pollutant technology at the consumer, industrial and public grid levels, within the next 5 years this will only have accelerated.
CARE is still in its pre conceived stage in my eyes