General Discussions, page-24968

The pressure is mounting but not necessarily on us shareholders.

The competition amongst the existing and emerging anode makers to win market share is growing. They have the pressure of meeting contractual obligations which can be years or more, in advance. The time it takes for a mining company to a start construction – once they have secured all the necessary regulatory approvals, released their DFS (BAM study), have their finance in place and then for their board to make the Final Investment Decision (FID) is about the same time it takes for the demands of contractual agreements to be met.

As the demand for EVs skyrockets and gigafactories continue to be built, more vehicle manufacturers will need to up the ante on their suppliers and anode makers are just one of their supply-chain headaches. So as these contracts start to look questionable especially on the grounds of traceable, clean and green material something has to give.

Yet worldwide governments have passed laws and set the agenda. Therefore, it’s more likely only going to go one way which should mean that a domino-affect will come into play sometime between now and the end of the year because clearly demand will outstrip the secure supply of material.

Once an adode maker pulls the trigger the others will have little choice but to follow suit or potentially lose market share. So when it comes down to FOMO (fear of missing out), it's the multinationals not us fickle shareholders that are under the majority of pressure. We just need to be patient.

The next tier SP rerate is on. You just want to be holding when it jumps.

AIMO, DYOR GLTA(patient)H