Well I think there are a lot of people like you including me. A lot of people criticized 211 but he did make a lot of valid points (some bad ones along the way 2) in regards to this market, a lot of it will come from scrap metal. We are essentially highly leveraged to the battery technology taking off.
I look at TNG for example and despite their progress the market wasn't excited (I also question some of their numbers). In saying that, since the new CEO came on board they have stuck to the script and that's encouraging.
where is this going ?, page-104
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