Couldnt agree more. My thesis holds. Shfe draw continues. Long positions are decreasing but my holding continues to grow. Until i start to see new metal come to the market and or people giving up on electrification and consumer electronics im holding. The company fundamentals continue to strengthen. First tin, rentails, ringrose and even grentech buyout are all marching forward ( greentech is a wildcard). Cash in hand continues to grow. I think brett and co should be commended on their strategy here. Conservative but coukd play out very very nicely from here to 2030. Metal is meant to be in deficit from now.
MLX Price at posting:
40.8¢ Sentiment: Buy Disclosure: Held
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