It's a screamer of a business model in my mind.
They are potentially the only business who can supply this material in commercial quantities, and given it is the holy grail of material due to its properties, demand is high.
Additionally they are vertically integrating with each jv, getting ahead of competition in multiple lucrative industries.
dyor, maybe read the ppk.aax announcements.
Can I ask how you found out about ppk?
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