My post does not say "each". Although I expect ABB will want some action too.
Also Mitsui is one of the biggest fortune 500 companies. It has relationships globally with almost all OEM' of batteries. At present most batteries are non-ev .
LKAB are as you know one of the most efficient miners in the world.
TLG turns up to a meeting with VW, Tesla, Toyota with LKAB and Mitsui OR on its own. In one scenario they get a deal in another they might get laughed out the door.
With his partners MT can walk into ANY room and confidently say. WE can deliver whatever volumes you need at consistently high quality. We are not constrained by money, mineral resource or talent. We have it all.
Anyway its all conjecture. We have no idea. Just bored waiting for an announcement.
TLG Price at posting:
$1.46 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)