Hi Matty.
""The alternative being that there isn't anything at all and in my opinion that just means we are still in over supply, which wont remain as such for long."
Sorry I just can not agree with this. i understand you are trying to remain balanced but if you look at what is happening across the entire EV sector the scramble is absolutely on by major stakeholders to secure supply.
Sure they are not moving on mines that do not have regulatory approvals secured for obvious reasons.
RNU will reveal all soon enough, and this time to add at these levels is an absolute gift in my view.
Having participated in the last 2 raises circa 27c I have used this decline in SP to really reduce my average.
Not long now.
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Price($) | Vol. | No. |
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