Hi Mates,
Things seem to be taking a turn for the better.
In particular, the two NDAs with the German carmakers arouse positive speculation in me.In the case of coating, the "German cluster" in particular seems to me to promise success:
* Schwarze Pumpe
* Fraunhofer Institute
* Support from Saxon state government
* KfW with 190 million in loans
* SMS Group (plant manufacturer with price and quality guarantees)
* SGL Group (Ms Klatten (alone) 28.5%, BMW (with Ms Klatten!) 18.44%, VW 7.71% all major shareholders)
* AAM with 25% in AIG
* AAM also has a "Klatten" in his board...
I think BMW is certainly one of the two.
The other one should be VW...
Both already have a joint battery project at Northvolt.
Ideal: German carmakers need to catch up and have full pockets and complete government support.
There should be financing possibilities.
If the coating activities are successful, Northvolt can go straight into full production for the Germans.
Watch out! Complete wishful thinking...
Something could easily be brewing.
All IMO!
DYOR and greetings from Old Germany
Greenfoxi
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