IFF we have Tesla as our end user....great move as steve talks about relationships with NVX and the "end user" then we lock in relationships between NVX and tesla.
IFF its tesla, Elon is a maverick and steve talks about interesting ways to finance the project in a recent interview...so i wonder if Elon says hey steve give us Lithium at $10,000 per tonne ....50,000 Tonnes over a few years and we will pay 0.5Billion to pay for the project?....maybe tesla takes half of production so we keep a cash flow until tesla gets their 50Ktonne...just spit balling here.....Elon reduces risk by allowing the project to be built up in a modular manner so hes only risking a small percentage of the build.
Or what if Elon says...hey i want your enviro lithium so much i want exclusive deal for all of it at a discount ...and elon pays for project? ive got lots of power walls to compliment my teslas on order.
I wonder what price the market puts on enviro lithium...VUL shows us the market has an appetite for it...and regulators are bending to pressure to legislate for it.
just ideas...but interesting.
DYOR
price prediction from here?, page-21
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