Just a heads up. I’m in process of selling 500k units out of 4.2m.
I believe Nzuri is down to its last mile and will be sold soon, but I’m not sure my level of exposure makes sense given copper and cobalt narrative are both quite poor, and next positive swing is going to take time. And I’ve already held it for a few years.
I will decide on balance of holding based on company developments.
