I’ll provide some context into the past. A brokerage house (not KKR) has been dumping a large holding of EGR for many months . The reason for selling was unrelated to EGR .
I believe this position is now closed, which is supported by the recent noticeable decline in sell side.
Uni is very well informed and alluded to this in a post not too long ago.
With the confluence of non-china critical mineral supply and the Kodak moment for the German automotive market. EGR’s connection to Germany is a master stroke.
I’m sure it will be very tempting to sell in the coming months, but if you held for this long don’t give your shares away cheaply.
EGR Price at posting:
24.5¢ Sentiment: Buy Disclosure: Held
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