Haven't opened a new position for a long time, starting to build a position in $Critical Metals(CRML.US). The main theme of defense reindustrialization is still not enough with just application stocks.
Although I previously looked at $Niocorp Developments(NB.US), NB's fundamentals are really too poor. The niobium mine hasn't started production yet, relying entirely on empty defense department orders to stay alive.
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