This has probably been one of the top worst performing stocks this past several weeks. the macro environment right now (trumps tariff war effects) is further exacerbated by the fact that AL3 is not a US domestic “America First” comoany even though it has positioned itself as a local supplier, employing Americans. But surely trump being trump, true US based competitor will always be favoured. Not hearing anything about new contract wins. I’m also concerned that with how trump is behaving right now, he may shift to an even more extreme and stricter shift towards US supplier requirements could be bad. I hope they’re really emphasising that they’re an “American Manufacturer”.
this is my toughest hold right now.
AL3 Price at posting:
12.0¢ Sentiment: Hold Disclosure: Held
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