Let me clarify a few mispercetions...
Not caring what anything weighs, means I don't care what a ZEV weighs either. If a ZEV investment is well run and makes me money I don't care if it weighs more than the moon. Weight is NOT one of my investment criteria. (GO BALLARD)
And here's a fun fact, being SHORT is making an investment in a company, so I have had a position in CLNE since the teens. Building a short position at these low levels is much more difficult, but that DEAD CAT BOUNCE to $3.00, last month really helped. Boy, did those gains last !!!
As for the internal combustion engine, I agree that it will be here for decades to come and it will still be using DIESEL FUEL !
Yes, ICE's will be using natural gas, too, but not nearly as many or as much as you think. Face it, this niche is already way below where you thought it would be when you invested... and back then the rate of growth was more than DOUBLE what it is today...and now we have ZEV competition.