Imo it's got to be a tie up with GM or VW, they make the most sense to me personally. Huge players with so many factors and possible government funding involved would all tie into the delay to any offtake and our choice of selling at spot until matters are finalised and announced.
Brett has basically told us as such - strategic partnership, not just a customer for spod. That's what he said. Time will tell and I do believe big things are coming.
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