I have had a look at it and seems to be fine. The main focus for me is some final details on how Ford is using it, and when cashflow is expected. More of these details to come early next year. Also, they have been working with Ford for a while so keen to hear how that all plays out.
I like top 20 hold 60%
ESOP holds close to 30%
So it will move fast when they want to pump it.
Good spot to accumulate IMO.
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