I'm back in RNU now, the BAM wasnt everything I wanted, but the...

I'm back in RNU now, the BAM wasnt everything I wanted, but the price dip presented a good opportunity. Ex-China graphite is very important, and synthetic is hitting supply and environmental issues with components - yes there is demand questions for RNU, but risk/reward for these lower levels definitely helps.

The price action today and orders remind me of Oct and Jan runs a little, very weak sell side and lots of on market buying chunks, but some big dumps into it - wouldn't be surprised to see this shoot back up again toward those high teens very soon - hard to see it push past those levels without offtake and finances more sorted.