If you think whatever puppet is lined up as the POTUS has any meaningful influence on global EV growth, then good luck to you!
Cost parity puts it well beyond a political issue.
The purchases of new vehicles is driven mainly by economics.
There is no going back.
Even GM have woken up to this.
As for the value that the market assigns to AGY, your view that nothing will really change for another 24 months is laughable imo.
Continual de-risking and development will be reflected in the sp. I have no doubt about this.
Especially with an incoming tide in a period of massive demand growth!!
Go AGY!
Imo of course
DYOR
Pricing AGY, page-7
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