Will take a look tonight as I just arrived in Saigon but I guess more than two.
I don't believe the $7 billion quote for a minute.
The lithium space is changing dramatically and being driven by the government.
They are dictating who the major players will be and their plan is to rationalize the battery market down to a much smaller group so they can handle quality issues.
I'll be interested if it's a battery manufacturer or just a processor.
AJM Price at posting:
20.5¢ Sentiment: Buy Disclosure: Held
