Jumped in WFE at .003 last year, sold at .015 on announcement of ML jumping on board for a nice profit. Was expecting a pull back which never came surprisingly and still considering whether to re-enter at current levels.
Fundamentally I think JB has proven to make things happen and that was the reason for me buying late last year - obviously if all goes to plan this should be massive.
Objectively speaking at current prices I wouldn't exactly say it's great value considering similar cobalt plays down this end of the market, and I am slightly nervous having read the below article:
https://www.bloomberg.com/news/arti...-it-faces-3-billion-revenue-loss-over-new-law
Not sure if others have mentioned this issue prior to me but is anyone else sharing similar concerns re the DRC and what this may mean for WFE?
Researching WFE, page-953
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