RE:RE:RE:RE:Uhmmm...Harley103,
As I said, it's unlikely that NGC and the NGC.V share price could benefit once those tariffs are introfuced during October. I full well expect that Nouveau Monde Graphite is going to now be placed center stage within North America especially and necessarily provisioned hundreds of millions of dollars worth of grants, loans.credit facilities, direct investment by and on behalf of the U.S. and Canadian Government funded entities, etc.
Alas, NGC doesn't supply battery grade graphite material to any company worth mentioning or at all for that matter.
NGC is nowhere near ever becoming an intergrated SPGC anode material manufactuer and is becoming more and more "a dead company walking", so to speak.
We note that "white elephant" and mere candidate product, which is in perpetual development, "PorocarbTM", is as useless as Hugues Jacquemin et al.
You can thank Hugues Jacqueminet al., a.k.a. collectively "The Missionaries On Assignment", for our troubles.
Nobody in the automotive and battery materials manufacturing industry globally wants to be in the same room with that clowwwwn, let alone want to speak with such a clown during a teleconference; and as for those clowwwwns employed by NGC Battery Materials to take yet another 10 years to never fully develop an actually "commercially viable" anode additive product, what a waste of capital paying such failures.
I wonder whether Hugues Jacquemin is provided a portion of their respective employment compensation, privately on the side and after income taxes are paid on such income by those NGCBMG employees of course? What a cluster flock, of seagulls, of a company this guy Hugues Jacquemin has presided over during his tenure here with NGC
There is a great possibility being that all those foreign entities of concern are going to be instructed, on the down low, to void any contractual obligations to especially U.S. and Canadian situated companies, perhaps even every EU member state situated automotive manufacturers and their respective battery cells manufacturing partners.
It's now more likely that "Force Majeure is going to have such North American, European and Western world member state country situated corporations cut off from the China processed critical elements and manufactured battery component materials.
Should you want a far too agressively ramped up "economic war" against China (and you certainly do), an economic war ultimately leading to a physical military confrontation due perhaps to the American Proxy, Taiwan, relating shenanigans on the part of the U.S. and EU NATO member countries,etc; not a problem.
Understand that China wins wars of such kind well before the action of fighting such wars is undertaken and most specifically triggered according to China's schedule.
Keep goading China and the Western world is going to receive precisely what they want; and yet, they'll come to experience how declining empires fall and burn; and then from the remnant ashes (perhaps not just figuratively either) of such an American empire demise rises the Eastern Son and 'friends".