If we had some developments around AAM plant in Europe and setup an office or "Lab"... we could have been technically been considered for funding via that SPV... This list shows that Europe doesn't have much wiggle room for graphite... they literally put a SPV on critical supply list to secure graphite supply chain which has its main graphite sources/projects in Canada & Africa... EU would be highly obliged to only fund EU companies for grants that employ people in the EU. Our AAM plant vision if we had an office/lab in Europe could have been on the sales pitch that we can secure their graphite requirements via vertical integration just like that company.... Greatly missed opportunity imho NGC only setup their structure in 2024... seems like they were planning well to make the list.. and they did.. No plans = you lose.
Aimho
EVG Price at posting:
1.8¢ Sentiment: Sell Disclosure: Held
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