Banter and General Comments, page-5354

spoke with Daniel today, his thoughts are that the SP is a reflection of overall short term sentiment. institutions are being very ST in their views. They still hanging on subsidies being cut in China as announced last year. note the demand for EV are still soaring according to many analysts and these subsidy reductions shouldn't have a substantial impact of ev demand.

GXY are focusing on their mines, their production etc etc. they going about their work diligently- quarterly announcement due in the next week or 2.

Non ongoing concerns, except sentiment which means big opportunities to buy up and wait for the Squeeze. Shorters will need to cover at some point and the overall sentiment is going to change rapidly, and when it does you would have wished you bought at bargain prices.