Nothing to buy, they have no throughout contracts or offtake agreements. Big industriels will not buy tech that the Chinese already use. New owners would insist on new management and tighter governance controls - the owner sell downs have just eroded what little confidence was left in nmt to deliver.... on anything.
this is at serious risk of just going belly up given how much cash they bleed. Sad, but management are key to success and they have made terrible decisions countless times.
Large Sell by David Reed Sept 11, 2023, page-8
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