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Contrarian Perspectives's avatar

Thanks for including me, really appreciate it!

William's avatar

Larvotto is the clear winner through your lens. It's basically the Australian version of the BSXGF thesis — critical mineral, government backing, cornerstone partnerships, near-production with massive upside if they execute. The antimony angle is arguably even stronger than gold right now given China controls 60% of supply and Western governments are scrambling.

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