You want a business with a unique cutting edge but you also want all the information that makes it cutting edge released publicly. To your satisfaction, otherwise it’s jaw boning. Comes across as disingenuous or naive.
In an industry with 3-4 year development timeframes and lithium demand expected to increase more than 10 times in less than 9 years, first mover advantage (even if that’s all it is) is huge.
Lilac Exclusivity, page-37
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