Stay tuned Russian war is not ending anytime soon.
The Palladium market has been disrupted as a result.
This will motivate consumers of Palladium to seek alternatives. $ATHR is already working with one major fleet co. worth $10b+. Companies of this size typically have a terse airy department. Never know when they could Wade into our market. Things are so thin. Any aggression with real money buying could re-rate this fast.
On top of this Cap Clean Energy has been put together for a reason. What that is, soon we will find out.
But two guys from Shell don't quietly leave Shell to start their own shop for no reason. Soon market will know exactly what that is. My gut tells me their investment opportunity could be special!