The message of the slide is "demand will outstrip supply" Please advise which Japanese supplier is heavily increasing? Are they increasing enough to cover the predicted 2025 demand? I should think not.
Sure competition is good, however, most if not all of the competition will NOT be able to produce at the low cost of Altech. Meaning there will always be a market for Altech because they can compete on price. Oh! but they don't have to because they already have an off take agreement.
Therefore, this whole argument is mute because the game is one of finance, not of markets. When finance is in place it becomes a game of construction & development and then production...
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