yep you’ve traded this well, I try my best to just hold, and i must admit it was more the competition for my capital that made me take some off the table here rather than specific concerns about Evs.
also it’s very hard to compare ‘value’ between something like Evs, with other companies in my portfolio like lac/whc/gazprom/cnooc/ganfeng. I think I’ve pivoted too far into energy/energy transition, but it feels like a once in a generation opportunity
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