To pretend as if a proven tech is priced in is ridiculous. If they already had everything working with all the specs available for you do you really think the mcap would be this low?
Scaling up was one of the major hurdles I was concerned about with anything nanotech.
Honestly though I think this fund is ridiculous, you could feasibly have half this mcap on the gold mine alone. So the accumulation continues. Just DCA in and try to ignore the price swings.
The one thing I wasn't sure about if someone knows, with the pdf structure are they limited to how big their holdings in the battery tech company can get to? i.e. is 50m a holding limit or does that just refer to the initial investment?
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