We are clearly on different sides of this trade. From my perspective the future of Carbon Revolution is bright and at a price now at NTA levels is a bargain.
This portion of the global wheel segment will only grow with the onset of EV’s - notwithstanding the current pull from the performance vehicle segment.
Wheels are also just the first product-line for max production - more to come I suspect in the future in all operations where weight and performance is a factor.
I won’t be running for the hills any time soon - and I see this current price trend as a clear opportunity.
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