https://hotcopper.com.au/posts/42278119/single I was just...

https://hotcopper.com.au/posts/42278119/single

I was just thinking this morning before market opened if anyone in PLS will be asking where I was and true to form I get your reply. I had the opportunity to play the recovery over in ORE but chose to wait for more confirmation, it took off and I got a limit order that may need adjustments.

If one look at the current sector recovery, the news out of China with the car sales are still going backward in the latest number including NEV. The sector is adjusting to a a post subsidy hangover. One could argue the phase 1 could trigger more growth/sentiment positivity. One either believe in the Tesla SP rally as early indicator or just another bubble.

As a trade I prefer PLS but a longer term hold for me is ORE because of diversity of cash flow operations. I try not to trade stocks if I can. Lets hope the sector is in a recovery and not DCB.