Good responce and well written so respect to you sir. I would say that companies like BMW are planning on doing solid state batteries by 2028 so they wont need graphite? Along with Nissan and Toyota by 2025. So not every company will need it.
I agree with you on the contract though. There should be no rush to sign an offtake. An TLG would be wise to wait otherwise they will get squeezed by VW or other companies exercepting their power.
I can name you 5, each have pros and cons. I dont want to get moderated so this isent the forum. TLG have big dreams but they arent the only clean graphite aspiring company. I will as I said be interested inTLG when there is more upside for my money then its currently providing at $2.
TLG Price at posting:
$1.99 Sentiment: None Disclosure: Not Held
(20min delay)