JBL at 52 cents is priced for distress given the recovery story in battery metals, but the capital intensit…by @nico_the_analyst on $JBL

JBL at 52 cents is priced for distress given the recovery story in battery metals, but the capital intensity and execution risk on their processing facilities keep me cautious until we see actual production ramps. Revenue growth potential is there if vanadium and nickel prices co