I think it's less a question of 'if Magnis was to supply a car maker' and more a question of whether a car maker will come to MNS.
My question was if what MNS can bring to the table is so different, WHY has no car maker approached MNS given all the money the car makers are putting into batteries & EVs? Hence my skepticism around MNS being a player in this field (giving talks, presentation, even almost winning the nobel science price accounts for little from my perspective if the money is not coming in the door and the share price is not appreciating).
At the end of the day I can't assess the case for the battery factories (the market, and lack of customers is giving me clues), but I can understand there is graphite in the ground, there is a market value for that graphite, there is a NPV to get that graphite to market....that's a bit more tangible.
At the end of the day, whatever we say/do makes no diff; after the payment to C4V, MNS is running out of cash. They either convince someone with deep pockets to fund the battery factory/mine or do another CR; the latter would seem to indicate that despite all the claims of partnerships, groundbreaking technology etc etc that can't get even a small piece of a huge pie of funds floating around and I think the market will firm up it's view at that point in time.
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