Yes, I do. Though I do not think that SES is involved. I assume that GM is in (close) contact with SRL again. And yes, you are right: it could easily be any other OEM. My (not so wild) speculation is based on the following:
- Sam was very confident last year that a deal was close (he speculated Q3 / 2022)
- Q P M announced a deal with GM in Q4 / 2022 and Sam turned quiet afterwards
- my question regarding this deal ( Q P M / GM) was answered very briefly by him ("no comment")
- GM will most likely not get enough battery metals from Q P M
- apparently GM needs much more battery metals (see your article)
- the link between GM and SRL is Robert Friedland - so GM is well aware of SRL's existence
- GM has enough financial power and enough demand for a project like SRL
- SRL qualifies for the IRA
General data, page-600
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Last
27.5¢ |
Change
0.005(1.85%) |
Mkt cap ! $24.81M | |||
| Open | High | Low | Value | Volume |
| 27.0¢ | 29.5¢ | 27.0¢ | $34.01K | 119.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 35710 | 27.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 30.0¢ | 5937 | 2 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| SRL (ASX) Chart |