Tesla & GM 1Million Mile Battery - NVX to supply Graphite, Electrolyte & Cathode, page-389

Your presumption of oganic growth ignores the potential for a rapid step up with a sizeable supply contract. Mx are not fools they are well aware of the issues you raise. There are limitations as to what you can do on the ASX until you have written contracts. Watch how fast they will move when someone signs on. If you think 2,000TPA is aspirational think again and explain Chris Burns 100,000TPA comment and Eoropean factory. I cant see a Europe based factory being needed for a 2,000TPA capacity. Organic funded growth is the only growth they can spruik until the documents are inked. What do you think of St Bakers reference to " watch this space with our Sanyo MOU". Do you think they are going to supply 1,000 TPA each to Samsung and Sanyo. GSM .Feral