I thought I picked up on your sentiment in your last charts post, thanks for being candid. My badly timed last purchase - I'm only holding a token 1/3 after selling the rest in the last rise to 6.9.
I am still of the opinion that of all the ASX listed graphite companies, RNU is the one that's best placed to weather this period. I will openly say (again) that my belief in the rise of electric vehicles and the world' ability/desire/etc to ween itself off or compete with Cn has waned.
Unfortunately the interview is validating the concerns I shared with the forum last year. IMHO, RNU really should (MUST) be looking at some of its other land holdings and commodities as there's only so long it can/should wait for a graphite turnaround while sitting on investors' money - this is my only criticism of DC and the board so far. Lastly and frankly, I believe the strategic reserve concept is not going to succeed.
GLTA
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