Realistically, It will be 7 years, by mid 2030 steady production, full capacity, all contracts fulfilled, and geo-politically foreign companies will be coming requesting more, be it Hyundai/Kia, GE Renewables, Siemens, European car manufacturers, whomever that needs it because the supply out of China will be vastly limited (as it will all be used within China for their EV & Wind Turbine production, not to mention defence/other high tech applications). "What REO enters China will stay in China" will be the policy. SO ex-China supply will be sooooo sort after.
See my post above 68696854 for valuation pricing based on that scenario. If tonnage pa can be doubled (and it will one day) then MC can easily exceed LYC today (ie a ten b**ger)All IMVHO, DYOR (cause I have), GLTA(patient)LTH "Build it they (even Musk) will come for more"
Realistically, It will be 7 years, by mid 2030 steady...
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