Sector wide - seems to have hit the lower caps first in Feb- June , now seeing it hit the KDRs.
Is it US fund managers ?
It has wiped out the last 12 months gains
Graphite stocks / cobalt stocks as well .
And others .
All dumped . Trade war ? Outlook on demand ?
Is there something missing ?
Where to ? Do you hen pick the best ? But where does a sustained rally come from if the money flow has been turned off ?
Individual stocks are going to need that X factor to put them into real developer transition mind set to escape the drain plug of the Spec field .
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