Tesla co-founder: EV sales in takeoff mode, but production a worry (cnbc.com)
Really ASN should speed up the production and take the advantage of early adaptor, its a rats race now, they should be agile and pull this before other juniors expand, look at CXO they were not even in the radar when ASN dug their first hole, look at SYA they were not even a junior miner when ASN dug their first hole, traditional method will not work, we should be quick and at least be ready 1 year earlier than others else we will loose this race.
Now that we have de risked
1. minerals in the ground
2. Assessment (CAPEX and OPEX)
3. Direction
We should now really focus on getting the money and plan very aggressively on production, offtakes will happen if potential partners find they can milk us before real problem of shortage come thorough
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