Yes it is good to see. They are also a good company with good management. I had a very nice run a while back with a small parcel of RNUOB.
But nowhere near the scale or potential of TLG.
Thanks to MT's foresight we are a step ahead of the EU with establishing local battery supply chains. I'm sure we'll get some funding/cheap loans for plans up to 100ktpa. But looking at recent EU calls for proposals I think the EU will really start to get things moving around 2024-25. So this will be like a 2-stage rocket. Current plans will get us out of the atmosphere at 100ktpa, and then the secondary rockets will kick in with structural EU support and booming demand to launch us to the moon (pardon the meme, but rocket analogy was relevant)
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