Yes, prob a major holder that already holds truckloads and doesn't want to average down ..which is fine been there before ...
As to the downside .. at a 12mill market cap not exactly pricey for the project .. only need PGM to run and we will be back 100mill+... but how long that away is the Question ..
No way EVs will take more than a minor percentage of new Passenger autos for many more years yet ... many realistic long-term studies talk of 30-40% by 2040 if the trillions in investment are rolled out ASAP,,,
Hybrids will be the real winners going forward next decade IMHO ...which still use plenty PGMs
POD Price at posting:
3.4¢ Sentiment: Buy Disclosure: Held
