if you don’t want to inform me that’s fine no need to be a...

if you don’t want to inform me that’s fine no need to be a c&8t

I’ll tell you what I’ve discovered. Good management, good future demand but supply side uncertain. Value thesis is that qpm can produce a better quality product and have a onsellable marketable green image. Not convinced the premium will still be there when consumers demand lower cost EVs. Also not sure why this process couldn’t just be replicated overseas with cheaper labour and potentially closer to market.

should get a NAIF loan easy. Cheap credit always good. Timelines pretty long though, waiting till at least august before some exciting news starts flowing. I’m happy to look for opportunities elsewhere in the mean time.