I disagree. Graphite is effectively a new venture for the West....

I disagree. Graphite is effectively a new venture for the West. I think the RNU team has navigated well historically and despite the current state of that commodity I do believe the team are working for SH and doing what can be. Sure, I'd like more but definitely not lifestyle company.

If people would like to read any negativity into my musings, know that my concern is the graphite market not specifically RNU. If you truly believe this is a lifestyle company, you should move your investment to something you believe in.

I happen to see the potential for RNU. It might be a long game wrt China’s dominance but at some point, their games must end.

BTW, fwiw egr doesn't make sense to me, nvx, yes I've considered them, syr no, they're on the wrong continent for my risk appetite. Since we're on this topic, which of these are up in sp over the last year? 2? How about 3 years? Doesn't make sense comparing them just because their sp rose intermittently.