A few takeaways, the strategics visits to site (very well known) international names (battery materials supply chain) , and they are not concerned with the price ebbs and cycles, they are wanting security of supply for decades to come. That is the point i have been making.
Other points
- ESS growth catching up to EVs.
- Carbon capture at Renard from existing magnesium oxide, can reduce C&M costs and return an income while waiting for approvals.
- Deferral gives them more bargaining power
- Having the conversation with them about realistic valuations. (not the retail MC)
Ann: High Grade Cesium confirmed at Sirmac-Clapier, page-51
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