So what will the price be in 24 months ??
Now this is just a guess, but I think it will be a lot higher than it is now, considering electric is where we are definitely heading......simple supply and demand equation, demand is going to explode, is the supply there ?
No one wants to buy from China, you have countries investing globally to form new supply chains. There is a fight for the future happening at the moment, if you havent noticed.
There is no turning back from that now.
The only issue here, is whether or not they get their SML, Im betting they do.
Ann: Investor Presentation October 2020, page-9
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