ITM Megathread, page-1021

I'm the opposite view.

Stay targeted on graphite. Cycles turn fast on unexpected geopolitical events. Graphite (and REE) is number one commodity ripe for EX China supply. Wheels turn slow until they don't.

The extraordinary environmental damage that chinese graphite creates (and Ree and indo nickel) cant last. There will be supply chain tarriffs for using these products which will price them out Of these cheap methods. Indo nickel everyone thought would kill all others, and now the exposure is happening and nickel recovering. Graphite is even a bigger deal.

A Trump presidency could be the catalyst for all this. RFKjnr even more so but unlikely to win.

Need to be ready for that event. RNU are going mining imo (don't hold) and that Aussie graphite exposure will be good for ITM.

Won't happen quick though.