From that list, Offtaker's are short on safe/resilient choices. FOMO is with them.
Thankfully, we have a managing director who understands and values the importance of not just an exChina supply line but a stable sovereign country like Australian for a resilient supply chain. Otherwise you could add RNU to the distress part of that list.
When you think there is plenty of scope for a low-cost, high-volume producer, to enter the market but so limited global companies who are shovel-finance-regulatory ready and located in a safe jurisdiction, you can see why the excitement is building.
Under a Trump/Musk administration there is a major 'Plot Twist' that could speed up what may not have occurred under the incumbent. Panasonic boss said this yesterday:“We know both parties are very motivated to create US jobs and grow domestic manufacturing,” said Winans. “It is a bipartisan objective and at Panasonic we’re excited about that.” Benchmark
Meanwhile, as RNU engages Early Contractor Involvement activity behind the scenes it will set us up nicely to respond at haste when FID occurs. That could happen at a snap with Trump/Musk pulling the strings.
At these low levels, it's a great place to be parked.
AIMO, DYOR GLTA(patient)H
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