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clock Created with Sketch. 02/05/19
11:13
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Originally posted by Muad'Dib
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Yes, not my best wording. I was replying while on the train home with fat fingers.An updated HPA market report from CRU Consulting is also likely to becommissioned prior to respective investment committee consideration Most recently (May 2018), London based global commodity consulting and analysis firm CRU Consulting (CRU),applying its robust “bottom-up” analysis and using its rich electric vehicle industry data base, forecast HPA demandof 76,000 tpa from the lithium-ion battery sector in 2025, close to 3 times the demand forecast of Petra Capital. TheCRU forecast represents a 9-fold increase in HPA demand from the lithium-ion battery sector compared to 2017.Macquarie has advised the Company that the path to internalapproval will include the satisfactory completion of an independent HPA market report So CRU Consulting still NOT engaged to produce the report !! Macquarie has now final report and 3 weeks for Macquarie to process it internally.the principaloutstanding input is a HPA price forecast information from theCRU Consulting market analysis.'
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What part of the supposed 10 year offtake with Mitsubishi does not any one understand, unless this is a giant scam like some of the other hopefuls seem to be.
Last edited by
Ianwil :
02/05/19
(20min delay)