As I said there seems to be a lot going on in the background. No mention of graphite however given the percentages this becomes a problem as the decade rolls on and graphite becomes critical for meeting them. You have to wonder if the change to increase production is directly related to these discussions. Article is not correct on Tesla sales as it was deliveries that were below guidance, they literally couldn't get them out to customers fast enough as production did meet guidance. This focus by everyone on all critical minerals but graphite provides a golden opportunity IMO as the reality of Chinese graphite processing domination and the geopolitical unsustainability of it eventually gets widespread understanding. Nice to see you on another of the co's I invest in that you have recently found. Got a very good feeling about that one.
EGR Price at posting:
32.5¢ Sentiment: Buy Disclosure: Held
