MNS Chart, page-45

at the risk of being

IMO doesn't say much other than it meets the pre-requisites for lithium battery use - that's a positive. much reliance on sojitz off-take - and that's positive if it goes as planned.
IMO MNS differentiated as its G is more suited to a variety of uses and in particular the niche EV market/reactor market MNS looking at. won't impact on MNS IMO given direction management taking us into.
but that doesn't mean that we won't be getting our own offtakes for similar products - it has always been IMO a race for off-takes and a race to production.