It's because we are ahead of our time.
And it's not just because the rest of the North American supply chain is not yet ready, leaving us captive to the whims of the Chinese. The real boom in EV uptake hasn't even begun. Whilst we've seen the numbers of Tesla's on the road growing rapidly, this has largely been fashion and desirability from those who can afford it.
But soon there will be increasing choice. And with choice, there will come a time when EVERYONE will be choosing.
Ann: Becoming a substantial holder, page-66
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