RE: Can't buy any on H-L12 Aug 2021 11:35
If there's an agreement signed between CEZ and VW to proceed with the gigafactory, which is highly likely, then it is obvious that the Li will be coming from Cinovec. Of course formal approval to proceed with Li production will be given once testing is finished. Otherwise why test? But testing is a formality and if they were not confident then they would not be talking in terms of building gigafactories (with Innobat too). The fact that the resulting offtake agreement may use a very substantial portion of the PFS stipulated production quantity simply supports the highly credible notion that production will be doubled.
It's not ramping, it's analysis and deduction. Why on earth are you invested here if you don't see this? About 3 months ago, I predicted that there would be a gigafactory jv between CEZ and VW/Skoda, and it's coming to pass. Common sense was all it took. Investing can never be about certainty, but assessed probabilities. Stepping back and seeing bigger pictures. Reading between lines. Perhaps you just lack imagination.