The competitionMany moons ago Syrah announced an offtake agreement with Tesla. The SP took off until reality set in.
It would take seemingly forever for value added production to begin. Well, the time has arrived. You'd never know it from the SP though.
In the meantime, NMG today announced their big time offtake agreements. The SP was up significantly on about 100x normal volume.
I think NMG shareholders will now experience the same euphoria that SYAAFs did. It will undoubtedly be followed by a long wait before anode material goes out the door. Good luck to them.