RE: 10p Breakthrough Today30 Oct 2025 07:48
On the macro front - keep an eye out for q4 inventory levels
The next episodes of Rockstop will help, its a good discussion as to how strong demand is vs supply, we know demand is increasing, less clear imo the supply response. Large China CATL mine still down. clearly ALL and others outcomes are contingent on these macros, albeit rat remains out own prime micro focus
Overall, it 'feels' more positive. In anticipation of positive micros and macros ..