Sunday Update: I just trying to chuck in my 2 cents relating to asia/engineer v idea machine/optics themes in talk - relating it to how my contacts will respond to build battery value chain and open viable mines seducing Samsung etc to invest for ag access but things change too fast for my narrative frame to hold. All relevant nations will have similar response - china since already blocked export - samsung already stepped out idea machine to grab mexico ag - usa and idea machine already planning seizure gun fight beyond paper knives etc. Our guts might be right but too much energy for mine to digest in last hyperactive 48 hours. Might need those food forests for healthy real gut when idea machine picks up physical guns to seize our metal. Is bondi massacre even part of same idea machine energy? Does anyone want pivot to privacy AI platform narrative to downstream side affects of this weekend for healthy real world head - or oud for heart (loved by korea and UAE)- but said too much already 
Indonesia definitely has high risks to be managed and barriers to entry. Rio Tinto had productive gold mine (Kelian - one of largest in world) in kalimatran somewhat near bre-X busang site - my friend rehabilitated it into rhino reserve.
There are many dodgy claims and many viable sites untapped due to barriers.
But local knowledge and local leader support mitigates some risk and barriers - else productive site will go on to remain unobtanium.
I not pushing single site (not actually pushing anything at this stage) but might pick best from many sites. Or drive from broader considerations of distribution value chain and battery factory.
I not coming at it from western perspective though did spend last 3 years implementing newmonts strategies working autonomy and automation at Caterpillar and did connect governor of s sulawesi to oz leaders - he has half global nickel and battery factories already underway. Not looking for detached investor - certainly not western pension fund. Just active in risk mitigation across a few projects ATM amid a lot of volatility in my networks. They get investments from middle east - UAE Crown Prince of Abu Dhabi offered 10b for renewables recently. Turkish investments incoming. Food forests and oud biotech project closer to my heart this month. And heart centred path to reality more fruitful anyway and more relevant to going “ all in on reality” so starting to regrety whole brittle “head centred” post thread on it. Will wait till produce prospectus for something concrete before discuss further. Would be happy to scrutinise if had something to scrutinise but just connecting dots on this weekends news that you and the silver market wont hear about till Monday anyway so jumping the gun a bit and just creating unfolding opportunity frame here from talk themes and metaphors.
(but from Lanci: “The Silver Short Squeeze Hasn’t Even Begun” - #32 by randommike - maybe samsung “hot”news just one more “recent” driver of weekend big ag shifts)