fpvone iv'e just screen shot that for future reference as you've hit the nail on the head. Musk will win the construction completion race then take all of this supply chain!
Piedmont type jumps possible for EMH?3 Mar 2021 09:47
Piedmont's signed sales agreement with Tesla sept 2020 and is now capped at over $1BN . . . we sit at 142m MCAP. Would a single Tesla (EV maker) agreement send us into similar territory ?
''EMH plans to produce lithium, a metal much in demand from electric car producers with its site located in the centre of Europe, within close range of a massive car industry that includes Volkswagen’s largest EV factory in Poland and Tesla’s giga factory outside of Berlin'' The majors cant all own it so who secures it?
The EU talks a good game but who exactly is securing the resource on their doorstep? they assume they can meet a figure like 270,000 T per annum? Off take must be on the horizon . . . ?
Exactly that. Now ford is official in Germany too.... when the scramble for this starts is going off the charts. May take is at some point E Musk's vision, ego & wealth will mean buys the lot ?
Looking at the following names: Tesla, VW, FORD, PORSCHE, BMW, Skoda, NorthVolt, Samsung, SIEMENS, BASF, LG Chem etc etc.. there will be some scramble for the big slice of the cake.