Question for Experienced Hi Experienced.
I am extremely long SU. But I do keep a few EV plays as a hedge against my SU performance (and as an admission that the Federal government is probably going to force some EV plays to be successful in the near/midterm; rightly or wrongly).
You sometimes comment that you have investments in high growth areas that you prefer over oil and gas investments. And you have referred to some EV battery plays that have sparked your interest (although I do not believe you have dropped any names).
Can I ask if you are familiar with Nano One? Canadian advanced cathode material play.