Well then the Govt needs to do something about this, (Critical mineral). Rather than allowing, as you said @Proga, the OEMs to keep kicking the can down the road.
The new rules if regulated and managed properly is our best chance for this to happen. The only way to achieve the new caveats is via funding the graphite producers. Why I got excited but it must happen quickly. It won't happen overnight though.
Keep an eye out for SYR announcements. Reading between the lines of what the CEO of SYR said, SYR will probably be the first to secure funding. If the announcement comes it will have an immediate knock-on affect for NVX and visa versa if NVX gets funded first.
The graphite situation ex-china has been so screwed up it's my belief investors are sitting on their hands until they see something concrete and who could blame them.
I'm still holding out hope for an ex-china graphite pricing mechanism to stop the chinese manipulating prices
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