I agree
Firstly I think it is a little odd that Panasonic is targeting Tesla as primary partner. Given that all the other larger automotive brands are now transitioning to EVs, it would make sense to work with the German or American brands.
Given that Panasonic is aiming for cobalt free is a huge plus for us.
While MNS is no where near the size of Panasonic, if they are following the same market it is a huge plus.
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