What is coming in 2024 First of all, I wish a good year to everyone on this board.
It is an exciting time for Nanoxplore and aside from the battery side, I realized that the announcement that they can produce carbon black at a competitive price is also very important. The market size of carbon black was USD 25 billion in 2022.
Firms in that market, such as Orion Engineered Carbons (OEC), a major player in the carbon black industry with a much bigger valuation (USD 1 billion) than Nanoxplore (CAD 350 million), may have the desire to buy the company.
Moreover, the new process of making graphene without water at a much reduced cost is not just for carbon black but also gives an advantage for the whole graphene market.
Am I wrong to think that this is as important as a battery deal?