My personal estimate is that current rare earth bubble expectations will cool, see my post on ALK this morning.
GGG is on my radar for an investment to diversify my exposure to several EV related companies.
The EV market is about to be revolutionised in many parts of the world and European involvement and financial commitment by car makers like VW and Daimler Benz, to name only 2, in securing battery plants throughout the continent, is making a component supply company like GGG attractive.
The current pull back from the hype creates a welcomed entry point.
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