I have huge belief in BAT and have a enormous exposure to it (like 30% of portfolio), but doubt it will go into 100-200 territory until there is a detailed plan on Hautalampi / an agreement with a car company / a meme-tweet from Musk.
They’re making a huge progress so far, the Fetsjon update today is a big deal, I think Corcel and Berlin office updates will be a big triggers as well, but now it’s important to secure some financial stability or at least get clarify on how to get to that point. One way to do this, is to have feasilbility study results for Hautalampi on hands, something that I think we might expect closer to the summer. Keep in mind that Swedes are super conservative when it comes to investments, the stock market climate is murky and it’s a small cap company with a long horizon of investment.
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