Well said Proga. At the time the Tesla agreement was considered a company maker. It was good enough to support finance approvals for Vidalia build. I also believe Tesla is still possibly one of the best companies to have an offtake with. Tesla is still by far the EV market leader outside China in my opinion in terms of infrastructure, intellectual property and production efficiency. If they don’t make it then non China EV is finished. Agree that this will require tariffs. None of this means I like Musk or Tesla. They don’t care about us however it’s just how business works. Non emotional. As you say I believe SYR is very well positioned if China doesn’t win and have total EV dominance. All in my opinion only.
SYR Price at posting:
31.0¢ Sentiment: None Disclosure: Held
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