Lifezone is not a nickel investment, it is a conditional bet on whether high-grade, Western-aligned supply can survive in a market increasingly defined by manufactured abundance. . . Overview . Lifezone Metals is primarily a Nickel mining and refining company in the development stage. It’s flagship nickel project, “Kabanga Nickel Project”, located in Tanzania, [...]
Titanium is not constrained by ore. It is constrained by a process designed in the 1950s. A company is attempting to replace that process. The market is not pricing in what happens if the company is successful. . . Macro Thesis . . Titanium is one of the most [...]
. MARKET CONTEXT . . The recent ruling by the International Trade Commission striking down anti-dumping duties on Chinese graphite imports triggered sharp declines across the sector. Several companies experienced dramatic price moves, including a decline of roughly 30% in shares of Syrah Resources. These moves have magnified already depressed valuations across the [...]