I usually prefer to float above the weeds, but in this instance I will make an observation for those investors that still hold conviction.
Since Rothal22xx’s (“Roth”) account started, (c.2022) EGR has slumped in a downwards fashion, from somewhere near high 0.60s. In step with the wider battery market trend.
The fact that Roth is now barking at its loudest and most frequent that I can recall, demonstrates something new in behaviour and perhaps is signalling change afoot .
Read into this as you will, it’s interesting, nonetheless .
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