Either way, it's almost undeniable the dynamic here has changed. Long quiet period and flipping between 1&2 has slowed or stopped. Seems many are ready for silence to be broken and would support a move up. Just my two cents.
Honest question for long-time watchers: has anyone seen official confirmation that the EVCO path is fully off the table, or are we just assuming silence equals dead?
The original LOI laid out a pretty clear roadmap, and while timelines obviously slipped, I haven’t seen a definitive “deal terminated” statement either.
What’s interesting to me is that some of the people connected to that space (Adam Dooley et al) seem more active publicly lately, which usually doesn’t happen if everything is truly abandoned.
Not saying anything is imminent, just trying to separate facts from assumptions. Curious if anyone has dug into recent filings or management activity.
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