Sep. 23 at 12:25 PM
$MSMGF If the upcoming MRE confirms a large, exceptionally high-grade pollucite resource, I think the strategic value could eventually matter far more than a conventional mine NPV.
And that’s before asking the really interesting question:
Who owns the critical perovskite IP… and who will want to own the critical Cs supply? The IP is worthless without the supply of the metal it takes to actually create the technology. How much is that worth to
$FSLR and Swift Solar, Xai division ?
$SPCX $TSLA , or OpenAI, Anthropic,
$META... or anyone like me that sees this coming and wants or has taken a stake? ; )
