Sep. 26 at 8:21 PM
$REEMF @PILATVS did some additional digging on the article I posted. He found SA fabricated the list of companies potentially benefiting from the original article.
He and I are on the TLOFF board where there was some discussion about the article.
Basically, the resultant opinion was that no one actually has evidence of which companies are being discussed, but the overall sentiment is more direct investments seem imminent. It also stands to reason that these investment initiatives would eventually be spread across companies in each critical mineral sector.
Thanks @PILATVS !