I like it because it's logical - short of Boston Energy, the MNS/Kodak/C4V/C&D consortium is the battery supply chain and most likely will be for any future supply deals struck. If New York was to swap towards green energy, surely NY-BEST would get a look in? All that Elon "home-grown, locally sourced" criteria, and Kodak by all accounts looks to be heavily pushing for expansion in both R&D for the broader consortium, and commercially. Cadenza and Great Lakes also involved amongst 150 members, looks like a buzzing industry melting pot.
You could be wide of the mark, you could be bang on, but as you know it's not really the point. The other possibilities suggested here all seem to revolve around putting hands over ears while screaming "la la la you're all dreaming".
Wonder how big this one's gonna be? Another Townsville sized one and we'll have 115% of another company's initial production pre-sold (all tongue in cheek of course!).
MNS Price at posting:
59.0¢ Sentiment: Buy Disclosure: Held
(all tongue in cheek of course!).
(20min delay)