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nowwhat2

02/07/24 5:23 PM

#14016 RE: spartex #14015

Struggling with nameplate plus who in the heck knows what carbon's going for these days ?
https://www.nextsourcematerials.com/nextsource-materials-provides-update-on-molo-graphite-mine-commissioning/
The lithium market's been under complete decimation
Same I imagine with manganese & nickel
Theory = Market is factoring in a Trump win (the undoing of anything having to do with electricity)

Bottom-line tho for a long time has been (from a technical perspective at least), is that commodity and market-timing-wise, it's just "all-about" monitoring Canadian Resource Indexes

The Cryptos have decimated participation in commodities


December 2022



November 2023





February 2024




Revisit the 500 at least - maybe worse



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