Just to add to that Breakout, remember before Lynch was dumped by the old guard at Sayona, he and Dougal were ready to present an offtake they had been working on for a while, after many visits to Korea?
The offtake was widely tipped to have been with GM/Posco, who had come together and struck a deal for a downstream plant at Becancour for their ultium batteries.
And as you so correctly state, SKorea could certainly be a key market for us.
Tim knowing of them is fantastic, but I believe Lynch's relationship with them is very good, next level, and probably is still to this day. Additionally, I still think his relationships in Quebec are very good, so I would not be surprised to see something in Canada as well.
I could definitely see him pitching them and saying 'have I got a deal for you!'
Together, I reckon Tim and Brett can get this done....and it sure is shaping up that way...
Exciting times indeed....
IXR Price at posting:
1.0¢ Sentiment: Buy Disclosure: Held
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