Ann: Stellantis Agreement for Phased Renewable Energy Project, page-92

I built my position at the recent low, at $3.70. Wasn't expecting it to bounce back quite so quickly (actually expected to average down to low $3 or even $2, depending on market sentiment). It's looking like the EOFY sell-off hit VUL quite hard.

Given the sociopolitical environment in Europe, it's difficult to see this one not bringing the goods across the mid time frame. They are providing ESG-centric execution to a part of the world that is quite literally obsessed with it, and energy starved to say the least.

What worries me is that Europe is becoming volatile, and the risks to dodge and weave over the coming years will be civil unrest in both France and Germany. Nothing is a sure bet, as they say, but I feel reasonably confident to hold this position at the moment.