Re: Drying paint.
in response to
by
posted on
Jun 25, 2022 04:17AM
Nice with a little history, you easily forget, and especially the negative.
My conclusion is that SP in Lac does not even reflect the CO project, and we must expect the CO project to follow the plan, so the unknown is more the expected earnings in relation to contact prices and various expenses for development and etc.
Around the Tacker project, there is still the possibility of deferrals, environmental considerations, etc. However, I see the situation completely differently in 2022 compared to just 2 years back.
- Everyone has seen EV come to stay.
- There will be no new technology for the next many years that can disrupt the EV technology, in general, the EL motor, controls .... so easy to implement that it offers unimaginably many benefits, also aimed at self-driving cars.
- This has been accepted by most politicians world wide, and seen as a necessity to promote green conversion, and now a new point of self-sufficiency has been added.
- An important point is that the whole green transition will provide so many new jobs, and will be part of a fantastic welfare for everyone for many years to come.
No doubt that the negative is that a lot of raw materials must be used, incl. Lithium, but it can not be kept down if we want to ensure progress. We should just help make it as gentle as possible, and I think Lac does.
So if Tacker is not fully approved here in 2022, I do not understand, and must take the investment into consideration.