@ctindale · Long ELT · The Analysts

$ELT (~A$197m) is pre-production: Oropesa (Spain) first, Cleveland (Tasmania) second. Cash ~A$40m, no debt. Up 22% today You could have bought for half the price if you’d listened the first time Tin ~US$54,000/t, near June’s US$57–59k high: about +35% YTD and double

🇦🇺Craig Tindale@ctindale

$ELT The New Tin Shock: Why Elementos (ASX: ELT) Is the Strategic Play for the AI Era A new rare-earth-style supply crisis is brewing only this time, it revolves around tin, the quiet metal that solders together the digital world. Every transistor, circuit board, sensor, and

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Since the call—

#20 of 176 rankedThe analyst's rank today

High · 0.99Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

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