Not to mention large customers signing OT's with these explorers. ARU's $700m away from building their facility and Hyundai signs an OT so it clearly isnt a tough job selling atm.
GM/GE signing with MP/Vacuumschmelze wont even come close to the US gov's EV quota even at full production meanwhile north americas second producer isnt getting noticed? Its nonsensical.
Lion giving Geoff the flick gives me hope that they are the right guys for the job. Moreover, I doubt they would take a $30m position without a plan.
Not to mention large customers signing OT's with these...
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