RE:RE:RE:RE:"the silent killer of graphite"....take your profits ladsIf one were smart (most here are clearly not) they would place their bets on the MOST likely winners and be on their toes all the time for changes that make or break thier love affairs with momentum names and themes they latch on to. Clearly Copper, Nickel and Lithium will be winners....Cobalt, Manganese, Graphie maybe not so much. So why dance with the wanna be metals when you can bet on the more sure themes and names?
And ...the risk of a big market dump is growing by the day. When the market pukes everything will drop...a lot and fast. Most of the EV theme names have gone too far too fast....time to harvest gains and wait
When prices correct to more reasonable valuations I'll be an aggressive buyer again. But not now not at these levels. This is a long game and when things get bid up purely on momentum by dumb people chasing performance it's time for the smart people to stand down.