Just waking up and reading past threads here… Is it possible the sudden unexpected (by me at least) Moblan acquisition was actually because BoD knows that BAPE is not even close to happening soon (maybe also the reason Novonix results are not public). Without the possibility of blending to increase quality NAL spod output would likely be facing the same issues that the previous owners ran into? It’s been covered some time back, and I realise lithium prices are drastically different from the days when NAL failed - but it’s a genuine thought for me. Hopefully proved wrong by some good news Monday. I’m holding millions and staying long term if the outlook remains upbeat and positive.
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