I feel POZ is at a pivotal point and could break in either...

I feel POZ is at a pivotal point and could break in either direction based on fundamentals (supply shortages or weaknesses in China) or technical considerations.

While I don't think RVR would be insulated from further falls in POZ, I think a large part of recent price erosion is due to a disorderly selldown of our single largest shareholder (ausbil).

I feel once this supply is properly soaked up by long term holders, the price will make a solid recovery. Improvements to our fundamentals (recovering POZ, resource upgrades etc) will be icing on the cake.

In a nutshell, while I recognise the dangers are real, I see more upside than down from my current vantage point at this point in time