Agree, but with every major carmakers announcement, and there have been many in the last six months, this shows certain signs of the looming wave.
I realise this will take time to materialise as far as SP goes. At the moment I’ll take all good news and throw it in the slow to rise sentiment box.
I also understand the auto process where you have huge amounts of components arriving and space is an issue, thus the arrive on demand/need basis.
Let’s not forget that these batteries need to sourced and for in order for this to happen contracts need to signed, and mines need to be involved.
I guess what I’m saying is that supply is going to get tight. Car makers making these big decisions need to look forward to resource their bold ambitions.
You’re thinking two years for them change their production packages.
Where does that leave AGY?
Perfectly positioned to take advantage of the EV demand that will shatter all predictions.
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