General Discussions, page-23440

RNU is one of the best graphite plays on the asx IMO.

Graphite was one of the first sectors I bought into back in 2020/21 when I realised electric vehicles are going to take over.

I think alot of people who invested in battery metals applied the same top down approach by picking sectors which they thought would be in high demand and low supply.

The problem is alot of people missed the very top layer and the overall economy sits at the very top which has been in decline for over a year.

So for the last year and half the overall economy has trumped all. Mid to long term the fundamentals are still strong for graphite / Rnu.

But, it is a game of patience and waiting til the macro winds shift in our favour again.