Would seriously love to hear folks' thoughts. The rumour mill is saying that Tesla will be announcing 'something in the battery materials space' as part of 'masterplan 3'. That could well be them diving into mining as Elon has previously intimated they might do.
Don't want to unecessarily focus on Tesla, but imo they (possibly through Panasonic) could well be a big offtaker now. Happy to be proven wrong here.
With VW and Tesla announcing North America growth plans in the next 3-4 weeks there's every chance we could learn where Greenfield offtake is headed v soon.
Media Watch - NVX related, page-8610
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