Yes, that's what I'm looking forward to, after the BFS and SK take-up of their 20% we will see more instos buying, the intensity and timing of buying will depend on our Capex funding...in particular the debt/equity %.
I am betting on a very favorable and quick outcome, simply due to SK's involvement and the tight schedule everything has to follow to ensure 1st delivery will coincide with battery factory opening in Hungary.
To get the ball rolling I predict SK to transfer the $80ml shortly after BFS release to allow ordering of long lead items, which I have a feeling will also come from Korea.
All IMO
Yes, that's what I'm looking forward to, after the BFS and SK...
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