i think this is the year OEMs have to pull the trigger considering nickel prices have normalized, we are ahead of a hockey stick moment in terms of global EV demand and if they start now, we'll get fully ramped by 2028-2029. also, this trend of baning ICE cars is accelerating. Tesla is eating everyone's lunch and lowering prices: basically saying "you can do Evs, but you wont make money here". the only way out of this is to verticalize and try to gain a lower cost basis on the battery side.
i think this is the year OEMs have to pull the trigger...
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Last
60.0¢ |
Change
0.005(0.84%) |
Mkt cap ! $54.13M | |||
| Open | High | Low | Value | Volume |
| 62.0¢ | 64.0¢ | 58.0¢ | $62.05K | 102.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1110 | 57.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 60.0¢ | 45836 | 2 |
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| Last trade - 12.12pm 11/07/2024 (20 minute delay) ? |
| SRL (ASX) Chart |