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Ann: Offtake MOU signed with Samsung SDI, page-51

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  1. sigmadelta
    10,295 Posts.
    lightbulb Created with Sketch. 999
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    26/11/20
    15:18
    Post #: 49168712
    LG said they wanted 10k, SG said (as I remember) we can double production, so 12k.
    Samsung want up to 6k so anywhere between 10k and 16k, but possibly with capacity for 18k.
    I'm guessing, as it'll all be pinned down by other factors at the FS stage, hence the 1 year timeframe.
    PM1 Price at posting: 4.3¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 4  Upvote
    lightbulb Created with Sketch.  Great analysis
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