Sep. 8 at 11:27 PM
$GMGMF ''In the battery value chain, materials suppliers generally earn more than battery manufacturers. But recently, we’ve seen some battery manufacturers deliver very strong returns to shareholders. Companies like CATL, for example, have grown far beyond the market value of their customers—especially the older EV companies.
I think this is the area investors want to see from us. Bringing a completely new battery technology to market is extremely difficult. But we are very, very close. Once we get there, I believe the company will likely be re-rated.'' https://www.youtube.com/watch?v=LChXVjj38Jk