RE:THOUGHTS ON THE STARS ALIGNING FOR NANOI appreciate the time you took to write this post. Thoughtful. All good points but I think you missed a glaring point:
** the US government is willing to support a N. AMERICAN solution to LFP production **
Be it Harris or Trump, American protectionism is the mode-au-jour. And canada will follow along (think 100% tariff).
China is dominating and major car manufacturers need to either adapt or partner with China. Otherwise it is game over.
I see Nano correcting to the 1.80 - 2.00 range while we await further news. There had been previous support at this level.
I also think Dan will continue with the news.