Great analysis
@procrastinatoAll battery sector technology metals are becalmed at the moment, although there are small pockets of interest here and there. Like your call on NZC and PAN, although I feel that AML still looks the best on the monthly chart, consolidating sideways.
Also note a couple of Vanadium stocks are showing signs of life. KRC will signal a buy above 5.2c and TMT is about to start another leg up.
Very different market from earlier in the year.