Not that I see the bagies nonsense however I don't see how having a leg in the door of a batterry segment that doesn't suffer the same macro as EV's as a bad thing. If anything it's a good risk reduction to supply. I haven't heard of mobile phones dropping off due to over supply of cathodes from China.
In fact it would be great if we had all three power, EV's and mobile segments as customers.
Better than all eggs in one basket.
imo
dyor
Ann: US$5M Strategic Investment by ATL, page-236
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