Exactly my observation. There are plenty of other companies in adjacent space that move similar. I think that also might explain why shorters are so gutsy. If the move was to are large part sector dependent, a big rerate might occur once a company can show that it is the real deal and that construction and production is soon to commence. Time for Kwinana (EFA) or Epanko (KFW) funding.
EGR Chart, page-1614
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