Thursday, June 16, 2022 8:12:57 PM
I don’t think red hot means we should over pay. Anyway I think what’s holding this down is lack of qtrly reporting due to there lack of controls in china. If that doesn’t get fixed we will continue to suffer.
I keep adding a few when I can. I do think thin will be over $10 by 2025. They are in good markets and trying to participate in the entire value chain which is unique and going to be a winner IF they get their reporting controls in place.
The other potential overhang is that merger with the ev car company. That on the surface was bad for us
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