With a sentiment of 'NONE', I’ve chosen this position because I disagree with what it represents. I don’t like to directly advise others to buy or sell, although I do make recommendations. Ultimately, the choice is personal and entirely up to the individual. As for VHD graphite, I invested primarily for two reasons:
By buying in now, even if significant developments take about a year, it enables me to claim the 50% CGT discount.
I’ve waited years for advancements in the battery field, and VHD graphite has the potential to contribute meaningfully. Its simplified manufacturing process and potential applications in other fields really caught my interest.
Currently, VHD is my largest holding, with an eight-digit investment. I believe once the supply chain is operational and samples are distributed to companies, I might consider increasing my investment. For now, I’m content with my current position.
GCM Price at posting:
0.6¢ Sentiment: None Disclosure: Held
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