Interesting article and thoughts.
We are in an emerging market with great potential.
I think carbon fibre overtaking steel soon is unrealistic and not as simple as it sounds.
If we can crack high volume automotive such that we are part of the manufacturing for the next generation of electric vehicles then going off like a rocket has to be highly probable.
I agree the company is good speculative buy at these prices though.
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Interesting article and thoughts. We are in an emerging market...
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