Sep. 4 at 12:16 PM
$SXOOF Northvolt’s collapse raises the bar for EVSX. Investors want proof, not promises: a working pilot, real offtake, or licensing deal. The flip side? Opportunity. Automakers still need local recycling partners, cheap assets are on the market, and governments are desperate to back a new flagship. Even modest execution could turn EVSX from ignored to strategic — but management must finally step up and show traction, or the story risks fading as just another speculative pitch.