Come on ProC they don’t have nothing, 50% EV is still a lot of batteries, and it’s little wonder EV sales rate has slowed they’re too expensive so the top wealthy in population have bought one, sales are now eating into the less wealthy and affordability starts to impact.
However price will come down and schemes like battery rental rather than ownership may also help.
NMT still have Barrambie Eli Stelco and V from slag which lets hope they can sell or attract JV partner sale or progress on at least one of these.
Others may also come to the party especially once both spoke and hub plants are up and running proving recovery and purity rates.
We need cash, so a deal of some kind needs done this year I’m sure Chris will be very focused to turn things around, let’s hope end 24 sees us all in a better place, Loop.
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