$Lifezone Metals(LZM.US)

Following up on LZM after my previous post,

the critical-minerals story is still there, but I’m watching it with more caution now.

The longer-term thesis remains tied to the Kabanga Nickel Project and exposure to metals like nickel, copper and cobalt, which are linked to EV batteries, energy storage and supply-chain diversification.

But for me, LZM is not a simple momentum trade. It’s still a development-stage, catalyst-driven stock, which means funding, execution and project progress matter a lot more than just the theme.

So while I still see the backing story, I’m treating this as a small, higher-risk position rather than something to chase blindly.

💡 The key question now: can LZM turn the resource story into real project progress?