RE:RE:China plans export restriction on battery parts Fully agreed that if this Chinese proposal becomes law, it should in theory help Nano. Even the proposal alone should provoke some deep thinking about advancing independent manufacturing of LFP in North America.
As always, the investment thesis for Nano is very strong. But there is major work to convert a compelling investment thesis into business progress, offtake contracts, and ultimately share price performance. Investors have argued for many many years that the Nano investment thesis was compelling (prior to this new news) and investors have been wrong to-date. A SSC x Let's see if 2025 will be any different than previous years when investors were convinced Nano would do well.
I believe, as I have in years past, that this year will be different. I have been proven wrong before but hopefully this year is our year. Nano makes fantastic progress each year despite the miserable share price performance. One of these years the share price should improve.