Seems you guys largely agree on the technical points - cartex your comments regarding the testing periods for producing SPG are very interesting thanks.
I've not done any number crunching, but I assume if it takes SYR 3 years rather than 18 months to get their product fully tested, it's not a huge deal since the possible benefits of the BAM project doesn't even seem factored into the current SP? Based on UBS's report, they seem to just base pricing on the current sale of the natural flake / fines product.
Just one point - where are you getting the $95k cost for an EV from? Model 3 Tesla is like US 35k though you probably won't get one until 2030, but a Nissan leaf is around the same, and assume you can get one pretty soon? Also note how much cheaper an EV is going to be to run
Discussing valuation, page-36
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