Ann: Change in substantial holding, page-41

some of those went to me...

clearly some ongoing risk here but I’m going to hopefully continue to pick up shares below the recent raising price which seems pretty good considering AB’s $15 million went in at that level.

Resilience in options price makes me wonder if smart money is hoping to accumulate there. They still look overpriced to me.

If only Trump can sort out this trade war nonsense... otherwise if he gets ousted next year and a pro EV Democrat gets incentives rolling again we could be looking at a perfect storm of ramping battery/EV demand, sympathetic political support and full nameplate output...