action next door is a huge sign of confidence in the...

action next door is a huge sign of confidence in the sector/future. I’m genuinely hoping for a big turn around in the sector in the medium term, and it will come so long as the EV uptake is just having a blip rather than stalling - you’d think the momentum from VW and others commitments and EU emissions targets will make that inevitable in the end. I’m tempted to take a small position again purely on nearology but wish we had the downstream link up and quality of cornerstone investor that they have. Otherwise will be looking carefully at what the next quarterly looks like.