So this is yet another industry data point that illustrates the real supply demand equation of the EV thematic. If we believe the independent experts, prices will again rise this year. deals will continue to be made In order to secure long term supply. The spod prices are real. Investment banks opinions are just that. Opinions.
As you say Haplo, kidman is an enviable position for the next twelve months.
We can deal before feasibility. Our newly structured management team, and a few high profile consultants to our management, are much more formidable then most recognise.
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