yep my bad. So more nickel and bigger downstream given recent discussions. I reckon we are going to end up supply LG/ Samsung with their set ups they are looking to construct in country. Imagine that. This stock really has massive potential to become a major precursor production hour supplying Vietnam’s major battery manufacturing facilities. I like how big these guys are thinking
Ann: Blackstone Signs Trafigura to Supply Downstream Processing, page-48
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