It seems logical that when our good customers balked, Ken & co...

It seems logical that when our good customers balked, Ken & co should have
immediately scrambled to find alternative buyers. Hang on, but then again
probably there were none. Europe is slow and there seem to be better alternatives
for them in AVZ or MLL eventually geographically much more closer and viable. We have
Korea but we should not approach the competitors of our partner-to-be there.
USA then there's TESLA? They did not choose us for whatever. That leaves Japan,
that doesn't seem easy but perhaps worth an extra effort since they indicated wanting
to stockpile.
Just a thought about the guru (forget name) who is saying car ownership will shrink
to a fraction of present with the EV revolution. May not be so. Besides the obvious
attraction of ownership which will never disappear there is now the fear factor with
the latest virus. Safety for yourself and family not to be infected in a shared vehicle
or Uber or whatever may become a factor. Its not going to be the last pandemic this
one IMO, we will have others to look forward to. And this will mean lots of new cars
and lithium in the future.
K