Broken Hill global cobalt province., page-445

Yes, Leggy. It's not good news.

"One of the most interesting elements of the BYD Seal is the first use of the CTB (cell-to-body) structural battery system. It utilizes four sections of the BYD Blade Battery (long, LFP battery cells ), which are not only combined without modules - cell-to-pack (CTP) - but also become a structural element of the entire vehicle. The battery capacity is reportedly 61.44 kWh (Standard Range version, 550km) and 82.56 kWh (Long Range version, 650km, 0-100 km/h acceleration in 3.8 seconds)".

I understand that COB management is confident that they will still get the BHCP project off the ground, but the falling knife share price suggests the market thinks otherwise.