January obviously a big month as far as ARUs concerned. Timeframes indicate January/February see OTs finalised. Cant see one Offtake forming future growth.....so should see multiple announcements over above period.
The year ahead says much for a continuation of EV growth.
QUESTION is where you see a provider of RE over 2022?
From an ARU perspective, front and centre as an alternative supplier....licensing done, DFS done, production activities (FEEED) in play, 300m$ in Gov at the ready.......
Couldn't sit prettier imo.
EV plus that of all things electrification/21st century, bode well of an alternate supplier to that of CHINA.
There is soo much to play as far as CHINA is concerned.
Security of supply will position ARU perfectly.....
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