RE: General Motors, Siemens and 12k tpa NdPr20 Sep 2023 09:05
Lovely relaxed and competent presentation by both of them. I know it's early days here but the volume of REE being compared to Lynas (but at much better margins) made me smile-the pipeline agreement to GM/Siemans is great and will have others scrambling for "take offs"-Morocco seemed to raise it's head again and the Life of Project of Uber will see most of us out- the $200m capex is the only thing stopping this going stratospheric. Further investment by the US seems guaranteed and I foresee some more rabbits being pulled from George's hat....!