After holding this for years I decided today was the day to bounce out of most of my position. I know it's not a direct comparison but I think the ADN DFS is sad reality for developers going forward (not held, just a keen observer). Inflation isn't going anywhere, and we need to seriously consider the coming wave of NPI-to-matte production.
I hope I'm wrong, I want to see this project get off the ground - not only to see one of my adopted home towns do well but because I genuinely don't see a medium term future for EV's without this tech throwing a spanner in the works.
GL to all
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