I wouldn’t worry too much. We’ve found the bottom and have rebuild really well the past 5 weeks and people taking longer term positions. A lot of focus on VMM and MEI in the space too as VMM PFS just 3-4 weeks away.
the keys to our rocket is ionic at Caladao.
even VMMs 10 bags took 4-5 months after dithering a while in the 20c range. We have been in a similar pattern the past 12 months, REE market was weakening.
the difference with AXL is the gallium, and we are cranking along quickly. A few more weeks grasshopper.
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