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13.5¢ carbon revolution limited

The investment thesis hasn’t changed on this one but the...

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bbbear1

255 Posts.

129

10/07/21

12:41

Post #: 54413825
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Originally posted by speculator101: ↑

Cheers for the reply.
I speak to many in different industries and they are all seeing issues with suppliers.
It will be very interesting to see what the company has to say in the quarterly, or next update.
Though, their main focus will continue to be the expansion of the plant. They are obviously still courting other OEMs, which I imagine, will have both positives and negatives for different OEMs. If Japanese based OEMs are less affected by chip shortages, then, they may move faster to partner with CBR. All speculation of course.

If Ford really want sales, perhaps they will alter their deliver process to enable transport safely (in Winter).

Not going to be shaken by the short term noise either way. I still feel it was far riskier to invest in CBR (pre-listing) 8 years ago, than now (which I did).

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The investment thesis hasn’t changed on this one but the timeline is now stretched further. Whilst this would be frustrating for long term holders, all the short term noise is creating a great opportunity we will look back on in a few years and say - “what an entry into a great industry leading company”.

CBR Price at posting: $1.15 Sentiment: Buy Disclosure: Held
6 Upvote

3 Great analysis

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