OfftakesSolid webinar. It's clear there are multiple large EV/battery players wanting offtake deals for $100 million per deal just to start leading up to $200 to $300 million or more fully competed.
Up to 75% to 80% of the equity could be via offtakes plus governments from Canada and US DOD.
Steel companies also in the mix. Mark is currently in Nashville at a steel conference.
You have to be whacked to be selling today into the bot manipulation game.