There is every chance BSX raises in the 4th Qtr this year and hopefully closer to a $1. By then we should have both PFS + strategic partners in the EV industry and plenty of work done on bringing the existing 450kt operation on line and there is mention to expand its capacity.
My gut feel is EcoPro adds to their position via a placement at a slight premium to market to ensure their investment stays secure from any competitors.
ps: Pilot plant will also cost there's no doubt about that.
Ann: Blackstone outlines plans to expand downstream capacity, page-19
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