Suggest you take a look at the Li and C and Ni sectors,...

Suggest you take a look at the Li and C and Ni sectors, everything is approaching OR at all time lows, several-tens-of-percentage-points off ATHs... That is, it's a sector wide phenomenon, some may say, being driven by a trade war for resources, which will be/ are crucial for driving the electrification revolution. Again, some may say that it's reaching its penultimate end, where projects are being put on hold, or funding to initiate projects is being withdrawn or renegotiated. It does beg the question, where is our company going to obtain matching funding for its expansion plans, with the market saying it's not going to be possible, hence the continued sell off, right when (I for one) had thought the trend had changed. We wait.