E25 element 25 limited

The Dawn of EV, page-916

  1. 765 Posts.
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    These things have a way of sorting themselves out over time. If most are not making money the whole supply chain breaks down so middle ground is inevitably found.
    Commentary in the quarterly more important than last quarters numbers imo.
    Ramp-up and shipped 53kpta odd when this time next year numbers should be 5X higher.
    First quarter of a multi-decade mining operation. Hard to call that a trend!
    Prices still rising so increased shipping costs are being compensated for.

    https://hotcopper.com.au/data/attachments/3729/3729581-ee88bfaf79f0dcf8bdde09d9e3be475e.jpg


 
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