I think you are wrong, the battery supply market is getting hit. Anyone who would want a gamble would bet agaisnt these companies at the moment. TTalga does not have a permit and cant make money. The way it is progessing no revenue until end of 2025. A CR will be needed this no matter what happens. Could be instituational. But they are going to need 20 or so million, so at these prices its about another 10% dilution. This could already be priced into the SP.
We sit and wait.
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I think you are wrong, the battery supply market is getting hit....
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