I’ve just sold up 30% of my holding. Not feeling this as much as I was. Without strong sentiment towards cobalt I can’t see off take partners falling over themselves to jump in.
BB’s chat about emerging NCM batteries in the business update already looks dated.
Left $10k in there just in case Elon is full of it again.
TESLA Battery Day Sep 22 - PATENTS & LEAKS, page-467
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