Time for Calm this is a Bargain, page-49

Ditto - I'm hopeless at picking the bottom, but felt confident enough to grab a few more at 6.3c

I remain comfortable with the resource that VRC have, and the rapid progress in bringing it to production. I suspect we'll be hearing more about offtake agreements in the near future too.

The thing that has changed is the overall market sentiment towards graphite, which has hammered the whole sector. A bit of background reading on likely demand and shortfall over the next few years has convinced me that this is just a blip, and we'll be back with a vengeance. The transition to battery technologies in several markets is happening much faster than people think - I know my next house will have solar panels, storage batteries, and will likely be completely off grid, and I'm only talking a couple of years down the track.