imo it doesnt even matter about the tech, there will always be new developments, tlg moat is the high quality graphite and the ability to produce green anodes. without the graphite we are just another battery anode tech company and while theres shortages we have just as much chance as the next company. the graphite puts us in a league of our own but cant be done over night.
yes today sucked but most had a feeling this was going to happen. nothing has changed otherwise. the right deals will get done when they need and can be done.
imo it doesnt even matter about the tech, there will always be...
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