Fair enough comment. thanks I note that the negative EV sales...

Fair enough comment. thanks

I note that the negative EV sales comments generally come from Western OEM and FF company sponsored sources who have vested interests and are struggling to keep up with Chinese brands.

if you dig a bit deeper to see what Chinese 'new' players are doing - EV sales are growing by massive amounts yoy.

Look at

BYD - sales up 27% 2024 vs 2023 - approx 1.3 million units total so farm.

Geely(holdings) up 27% to 738,000 units

Western OEM manufacturers sales just starting to fire up

Ford went from 2.0% total EV sales in 2023 to 4.7% so far this year.

Other EU and US OEM's are similar.

Commentary that EV sales are slowing are plain misinformation. imo.

Percentage growth fluctuates month to month and can be cherry picked to suport a (false) narrative (Chinese new year figures for instance) but don't be fooled - actual car unit sales numbers are growing accross the board - at a fast rate.

It's also interesting to note that 10% of 100 units is 10. 10% of 1000 units is 100. so a reduction of 5% yoy is still a yoy growth of approximately 400 units in this example. the volume has increased 40x even though the % growth has halved.

in short the EV revolution is only just commencing. Graphite demand is growing exponentially. World government agreements/legislation (IRA act etc) locks this growth in and further increases demand from outside synthetic graphite (90%odd China produced).

RNU's product is critical on the world stage and imo the SP is being suppressed atm to allow accumulation by large players.

A BOA will see this SP kick.

our time will come. hold fast. imo.