Electric Vehicle Supply ChainWith Department of Energy and General Motors funding lined up for Thacker Pass after completing renegotiation with the government, Thacker can continue to progress to hopefully a key part of a burgeoning North American electric vehicle supply chain.
Valuation PotentialHigh-quality, under-construction, funded developers in scarce commodities might trade as high as approximately 1.0-1.5 times NAV, considering increased media profile.