The fact things are progressing so well is exactly why we need as many options and potential partners on the table as possible.
Investment is built on competition. In my opinion this project is no longer a matter of when, but on what terms. The EV revolution appears to have arrived in earnest, and HPA looks to be a critical component of it.
I would prefer a better deal is made in three months than an average one made next week. If Alcoa come to the table and blow us away, great. Otherwise, let's get some other groups through and see if we can get a bidding war going.
No need to rush at all.
Do it slowly, do it properly and if impatient retail investors bail along the way.... Well hopefully they learn the lesson for the next opportunity like this they find. That is, if they ever find another opportunity like this again.
Focus on fundamentals and not short term SP fluctuations.
IMO, DYOR
MJ
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