I know; isn't it frustrating.... I'm confident though that they...

I know; isn't it frustrating....
I'm confident though that they can only hold it down for so long - eventually it has to rerate; this may happen when we get some deal together for SDV (it damn well should!) and if not then, then it will certainly get a step up when our revenues increase. It just has to.
I still can't believe the mc is what it is based on our current cash flow, and I think the big players are exploiting the lack of knowledge of this "new" industry to keep a lid on it while they accumulate and trade.
Patience is what's required here...
It could be any day/week now that we get some confirmation of say an offtake deal the likes of which was hinted at recently (10-year with some prepayment etc) ... That should be the start of the next wave up. Has to be?!?!?
That will be a nice day.
Things are starting to happen in that space - Little AGY just got a small (but unexpectedly good) deal that sets them on their way. GXY is in a whole different league, so I can only imagine the scale of the imminent deal that AT and co are working on. It could be absolutely epic and lay a clear path for SDV and perhaps even JB. If I put myself in the shoes of big auto (or big battery), I am very concerned about how will I secure my supplies that I will undoubtedy need in the next 5-10-15 years???
Something big is brewing ... It just must be.
Patience patience patience.. It will reward us, we are in an extremely enviable bargaining position and it is just a matter of time imo.
GLTAH and enjoy your Sunday!
Cheers