I suggest you have a reread of the last quarterly. What do you wish for them to update you on, they have already stated that they don't expect sales until 2025, the December quarterly is due the end of january and one can expect pretty much the same line then:
"Timing of offtake commencement and other product sales will be determined by Tesla’s commercial
considerations and completion of qualification, to Tesla’s and other customers’ satisfaction, to confirm consistent production
of quality AAM aligned with contractual and technical requirements such as product specification as well as the achievement
of threshold production rates.Vidalia AAM sales expected to commence in 2025 with the actual timing dependent on qualification progress, US
Government policy clarification, competing tariffed volumes of low-cost Chinese AAM supply to North America, and
customer purchasing intent."
I would also add that this may all be affected by ballama now and supply as qualification is based upon that raw material supply and can't just be changed to a different supply on the drop of a hat.
It is all a shit show at the moment across the whole company but really a lot of it is beyond there control, the world appears to be moving against the company and natural graphite, whether that will turn around in the next 12 months who knows, especially with the change of US Govt but it appears to me it will be a difficult road and one expects that it will be 2026 before real clarity exists on the companies survival.
Personally for clarity i still hold a small holding but majority sold out on stop losses, happy to sit on sidelines and miss any upside at the moment until some clarity returns, the risk/reward is to far in the risk sphere for me.
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I suggest you have a reread of the last quarterly. What do you...
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