Recent content by Walshmon

John - thanks for this list & great work! Like a number of industries, public (& private) company "hype" is commonplace and requires some time to sort through and decipher. I have tried to follow the First-of-a-Kind (FOAK) technology validation process on the TRL scale. If it is assumed that...

Great summary and accurate IMHO. From an investment standpoint, there are few large liquid names for institutional asset managers to own. With the western REE industry in the early innings, there will be multiple big winners and some losers based on the future ebbs & flows of technology...