It's just Trump's tariffs. Everyone thought China would fold (I didn't but I'm not a seller of JRV regardless)...so far they haven't.
Needs to be sorted...once it is, nickel (And cobalt) will soar. Problem is there's no guarantee it will be. My view is China is willing to suffer economic pain (to themselves ad globally) rather than humiliation of giving in.
Regardless Im optimistic of the EV sector and therefore nickel and cobalts long term futures, regardless of Trump.
Cdchi1
JRV Price at posting:
30.0¢ Sentiment: Buy Disclosure: Held