But, If they do go with WL as a lithium supplier that could increase the chances of NG being a supplier due to Jay.
Seekinalpha put out a nice article in March basically saying - here ya go Tesla will build a plant and NG has the Graphite. That article is referenced on the NG website.
http://seekingalpha.com/article/2108313-going-natural-the-solution-to-teslas-graphite-problem
all I am saying is I think that NG is worth keeping an eye on with the Gigafactory being built. Something may or may not pan out. If it does NG will be a very profitable stock.
Kazar
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