If it's going happened within 20 years, that's 7 or 8 mega-batteries a year, not to mention a whole range of smaller battery modules supporting industrial, commercial, public infrastructure and domestic power needs.
Far more significantly, there's the global market to supply, which would multiply up mega-battery demand to many hundreds a year, plus smaller modules. TMT / AVL have the resource to supply for that.
Arguably, if it is commercially possible to develop an efficient end-to-end manufacturing process within the current Australian legal/commercial/industrial environment, Australia could be exporting thousands of mega-V-batteries, within our lifetimes,
Otherwise, we still have our "lucky country" SOP, thanks to our top-spec resource, being the most cost-efficient, reliable, high quality, supplier to efficient and competitive industrial jurisdictions overseas.
Either way, our superior, world-class resource not only generates tax revenues to underwrite the Uber-Lifestyles of our Teals and political hangers on. but can provide an excellent ROI for us little retail investors, risking our savings to invest in Australia.
TMT Price at posting:
25.0¢ Sentiment: Hold Disclosure: Held
