Neil, it's great to have you on and let's start right there. Why are you so bullish on this name if they're not even generating revenue yet. >> Thanks for having me, Meg.Um, what I would say is like when you look at now what gives us the confidence in the trade is that no matter what scenario we run, unless kind of like your previous guest was talking about, unless the US and China go back to the way things were, the government is going to have to nationalize what I think is a wartime effort in these indust ...

Legal & Political Risk - A Moscow court orders the nationalization of billionaire Denis Shtengelov's snack empire [1] - Russian prosecutors claim the snack empire provided support to Ukraine [1]

Russia may nationalize and swiftly sell foreign-owned assets in retaliation for any European moves to seize Russian holdings abroad, according to a source https://t.co/R0QyjDaO8M ...

Embattled UK utility Thames Water has warned that it may not be able to avoid temporary nationalization as its debt crisis drags on. Here's what to know. https://t.co/bky7Fickoz ...

Financial Concerns - Thames Water raised doubts over the likelihood of a successful overhaul of its finances [1] - Temporary nationalization may be in the cards for Thames Water [1]

Thames Water dismissed a last-minute proposal from a British hereditary peer to fix its finances and fend off nationalization, opting instead to stick with the creditor-led rescue plan https://t.co/0V03KCsqYT ...