The things that a few folk (bless 'em) are calling Black Swans are actually massive tailwinds. The war in Ukraine has partially self-cancelled the future of petroleum and hastened the move away from it - into the arms of waiting EV suppliers.........COVID accelerated demand for small private transport (scooters) and barely affected the share price beyond a short-period, due to emergency (and still low) interest rates - massively supportive for share prices for years, and still low in historical terms. The current inflation problem in large part reflects problems with fossil fuels - again accelerating the transition to renewables and EVs. White doves. Boom time.
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Price($) | Vol. | No. |
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