RE: World class levels8 Nov 2018 16:17
Your guess is as good as mine. But even if it was Kemet a new NDA would still need to be signed. New contract term, terms and conditions etc, new supply rate, new supply cost etc. Basically new contract with specific KPIs and there would need to be factored in termination clauses to protect both parties. I would fully expect there To be a pricing mechanism built in this as u ain’t ever going to get a fixed price . It could be plus or minus midpoint of indexation of these materials. I have done this when buying commodity materials that fluctuate on daily/weekly basis. This would be based on specific quality though.
Interesting times ahead.
Just don’t see it being a buy out at this moment.