the EV boom is going through some rough patches - I still think...

the EV boom is going through some rough patches - I still think this is PHASE # 1 of the EV boom and Li stocks are probably the biggest indicators of this cycle - they are our canary in the EV mine of some sort...

they have had a rough time with mot of them well below 50% of their life time highs... for a ST punt, they are off the watch list for me now but this is a 15 year long process and I think we are in Year # 5 of this - give or take a year... a long long way to go...

graphite had its small run a few years ago - nothing as big and as sustained as Li though... I am 100% confident that there is going to be a run - the whole sector will get re-rated... and it can happen any time - worst case by the same time next year... so "TIA" better deliver on their sllllloooooooowwwwwww time table in the next 1-2 months for us to make the most of the graphite run...

I am sure there is not a single holder of any graphite stock on the ASX who isn't frustrated atm... double that for Tanz holders like us... I will not believe any news article that comes out of Tanzania until I see an ASX company announcement that their application was processed and granted and the green light to progress was given... no newspaper article, no ASX announcement too of ministry formed and TALKS ongoing and pictures of MEETING the embassy officials of Tanzania anywhere on the planet is going to make the sp put on a single cent - ONLY the big news is going to make it wriggle now...

and until we don't get it, it is going to be difficult to watch.... I have reduced my KNL HC page refresh to only once a day now... don't want to keep watching as it does me and my investment no good... we will come to know when and IF our application is processed... will be in an ASX announcement marked HIGHLY PRICE SENSITIVE - FOR THE RECIPIENTS' EYES ONLY !!!!