You mean - like - cobalt graphite and lithium stocks.
Yes - there will be a world of pain in that sector sometime this year, imo.
Am happy to be exposed to copper but, other than that - tech/enviro plays like SE1 & EMC suit me just fine.
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Ann: Company briefing - Q&A with Matt Morgan (Executive Chairman), page-10
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Add SE1 (ASX) to my watchlist
Currently unlisted public company.