I tend to look at the Macro picture - which is very bullish for ex-China Graphite.
For example - Nato highlighting the need to secure supply chains ex-China, the USA having no domestic supply and Korea (the worlds 2nd largest maker of batteries and who we have a direct offtake through POSCO) looking to secure supplies by committing 38Billion to shore up its supply for critical minerals Ex-China.
I find it hard to understand holders being eternally negative on a company they (allegedly) hold - to me that’s like cutting off your nose to spite your face. Why not just sell and move on?
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