GREY:ABGPF - Post by User
Comment by
vessobon Jul 29, 2015 7:34am
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Post# 23970550
RE:giga factories galore
RE:giga factories galoreHighper, thanks for posting this ... I learned that Buffet has invested in a Chinese electric car company...which is new to me ... Given he is often ahead of the curve on these issues... He certainly was on wind energy ...which he says he would never have invested in had in not been for government subsidies ... Buffets presence in the space is a comfort.
But I think the reason for your posting is to show that where there is a need for lithium, there is an even greater need for graphite ...and it is my belief that Tesla's government grants have "Buy America" clauses built into them ... Which means the first good quality graphite miner one able to supply from the U.S. wins the right to supply Tesla... In stands to reason that although ALP has a talented management team, in order for them to be in production in 12 months, they will have to sell their project to a big player with the ability to make that happen ... And that will happen only after a promising PEA .... Potential suitors? BHP Billiton or Syrah Resurces come to mind ... Here's to hoping ALP investors are rewarded ... GLTA.