Hi kellectric,
You make good points, the positive sentiment you hold gives confidence in the speccy end of the market.
While I dont necessarily argree whole haertedly or share the same opinion of management. I spent significant research time prior to my investment in this company, and in all readings and interviews, JW came across capable and with previous and significant success.
Under his stewardship there has been progression prior to my investment, it is frustrating that in a period of unprecedented growth and cheap money since my investment, a convertable finance deal has not been achieved, leading to the statement of good luck more than good managment, now with quantitative tightning the cost of capital becoming untenable and wider negative economic factors I can't help but consider the possibility that perhaps this is no longer the snr managemt team required to achieve finance,
At this point can we really claim first mover advantage if china are already processing the similar materials and dont care about the environmental impacts of thier processes, supplying cheaper EVs to the market in bulk to the global community?
surely you cannot truly be satisfied with the current performance, and confidently say that finance can be achieved given track history and current climate. I sincerely hope im wrong, and finance is just around the corner and that my skepticism proves me to be nothing more than an asshole. In that case everyone wins, but until that point i will remain critical of the snr management.
NFA AIMO DYOR GLTAH
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