simple geo politics and understanding of future supply demand and where the whole world is moving towards demands it will be mined. I would seriously worry about your pls if they can survive a negative cash flow over next 12-16 months and then say be taken over for chips by the Chinese and SHs get nada. a great potential short in the making to be executed at the right time (IMO not yet but around after 1st quarter results and/or half year results).
simple geo politics and understanding of future supply demand...
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