Time to look at $FEAM (5E Advanced Materials)
Boron mine next-door to the Rio Tinto borax facility in socal. Boron was designated a critical mineral just last year by USGS. 5E currently operates a small scale test facility and produce customer qualified boron and some advanced higher value boron derivatives. Today they announced their first signed offtake agreement with a domestic customer with more to come. They are in a very good spot for EXIM project financing which is in process. They raised a significant chunk of cash for operations back in February so there is no imminent dilution risk — probably good for the year. Stock has been beaten and battered for a long time, but I think the inflection point has arrived.