I would be more interested in any deals with these giga factories and converters that may be coming online.
I last read there are 142 x giga factories being built and 50 of them are now functional.
So, supplying several of these that are outside of China may lower the probability of any monopolization.
POSCO may be seen as a shining example,(As mentioned above).
If one or more of these supply Tesla, fine, however, although Tesla may be looked upon as the marketing flagship of electric cars and solar systems, there are others.
Apart from some prestige and advertising, it may be debatable on what terms there may be in dealing with TESLA directly from Galaxy’s viewpoint?
That’s my 86.8c worth!
GXY Price at posting:
86.5¢ Sentiment: Buy Disclosure: Held