No, all covered in the Crux interviews and prior presentations. I think they would do better presenting and sticking to European audiences, the hot headed quick-buck market here cannot grasp the upcoming demand for large funds to transition into ESG investments. There is going to be a shitload of money out there with few places to park it in this field. Many pure mining companies pushing this battery narrative will have a hard task in meeting future criteria that makes them attractive to ethical funds - that's basically where educated money is flowing to imo.
Once the travel restrictions ease, marketing there is crucial. If its going to be "Europe's largest battery recycling business" then the market needs to know that now, they have to cement that claim - before some global corporation starts throwing around their own. Best way to do that would be sourcing feed from a major car/battery manufacturer. They have formed relationships outside of inobat, this could be the next catalyst imo
NMT Price at posting:
21.0¢ Sentiment: None Disclosure: Held
