With these offtake agreements from Tesla for 10,000 T of AA all we need is a second one to take 10,000 tonnes.
There is quite a large sum of capital to be spent.
Possibly then a takeover target for a bigger player - Glencore, Posco or even Vernor's old employer BHP.
Hmmmm. like a price of $3.00 if it does. Could happen if price of graphite tracks up to US$630 to $650 a tonne.
Ann: Pause in Trading, page-110
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