Where can I find information on Airguide acting for CATL? Not that I don't believe you, just DMOR.
Looking at the KDR presentation (very good presentation on the battery market I might add) I was impressed how big CATL are. Never heard of them before reading these AVZ forums.
If you get a chance to look at that KDR presentation, I'd appreciate your comments how they think the price per kW is going to drop (see page 9). With the massive shift in the market by the entire car market worldwide, I would have though the curve would be going up, not down.
http://www.kidmanresources.com.au/l...s/2017/07/KIDMAN001-PowerPoint-Final_MD-2.pdf
Running Commentary on the SP Movements., page-4869
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