There's no hurry. We'll have to see the W.A. miners absolutely booming before we get a look in. It started this week. Better to have started than not, but there's a fair ole way to go yet.
DFS will come when it does. Then we can hopefully shop it around.
Interesting comments from Dyson this week on their failed bid to join EV manufacturers - every EV being sold worldwide is at a loss at the moment. They couldn't get the battery cost down having planned solid state batteries to be already here - so folded the project.
Getting the battery costs down is the key. The biggest material cost to a battery is surely lithium.
Putting lithium into your EV at cost price instead of spot - HAS to be the next step for auto makers.
I think conglomerates and battery JVs will be hunting for low opex, take-over targets. Anyone know one?
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