Would a CATL/BYD deal be "material" for those companies? I would say no, we would make up a small percent of anything with them.
Meaning, I wouldn't expect a halt for them because an A40 deal is unlikely to affect their shareprice.
Personally I'm excited by the idea of a BYD/CATL offtake, but I'm not holding onto the idea very strongly.
It would be amazing though...
Ann: Voluntary Suspension, page-162
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