I'd argue that even if NVX results are factored in as being positive, we don't know just how much difference 99.5% vs 99.97% purity can make to the performance inside a battery. If THAT is significant, then off-take and premium pricing is all but a certainty in the near future. The off-take cannot be "priced in" at this point. I guarantee that "household name" off-take as Steve has alluded to in the last interview - that will be a huge validation for the Kachi project.
I can't even fathom what an announcement of that magnitude would do to the stock price in the near term. One only has to look at what happened to PLL when Tesla came calling.
I'd argue that even if NVX results are factored in as being...
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