RE:Late to the gameYou didn't mention:
1. the Ford battery plant just announced this past week in Quebec - yet to find a supplier...
2. plant announced by GM a few months ago for Quebec that has signed supply deal with nemaska - they can supply but doubtful can achieve full supplies needed once plant up and running at 100% capacity
3. Northvolt should be announcing in next few weeks a massive battery plant outside Montreal (larger than the GM and Ford plants mentioned above), they'll need supplier...
Ghis should equal 2 plants in Quebec without a supplier announced, those supplies WILL 100% come from Quebec as the provincial government wouldn't pony up funding unless that was the case. I guarantee CRE gets one of these deals in the next few months or when either Fird or Northvolt announce supply deal...now is a time to be buying more or late September if no deal announced as SP should fall more. A deal will happen, don't get cold feet now or you'll be kicking yourself in the not too distant future