This whole announcement reads solid, sure, and strong.
Surely and steadily, its getting done and at the right time. You can't make EVs without it.
2nd half of 2022 isn't far away folks!
We shall see a steady rise as it nears then, and a rerate once any of these happen:
- Offtake. 1 will do and ARU is in advanced commercial discussions with 9. Pretty sure it will be a big EU who falls first (look at wording).
- Finance
- FID
$1.4B+ of today's money waiting for us. $350M+ of EBITDA annually.
Ann: Hatch awarded engineering design contract, page-2
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