Was only able to sell a small fraction of my Nano position at ~$3 (just no buyers above $3). Starting to deploy those proceeds to re-enter at these $2.5'ish levels. Really like ~$2.5 for a long term entry price.
I believe we remain range bound between $2 and $3.5 for some time yet (12 - 24 months as per my previous estimate). But lots can be accomplished in the interim. Especially with the momentum Nano sees with the ever more frequent positive NRs (even not sustained). Things are progressing well at Candiac and with the Nano One team.
Market sentiment towards the battery tech sector is understandably fading considering the flight away from risk and towards safety to mitigate against unpredictable outcomes resulting from our current state of global affairs.
Major industry/consumer rethink on EVs and NA EV development timelines remains a significant risk to this sector/Nano position.
good luck to all the longs.