RE:RE:RE:RE:TLF was never going to shill for us. I was referring to TLF. Fair enough on your point, but I don't think that's what he was saying in his video. He seemed to discard HPQ Silicon for Tesla and or EVS. However, he isn't the know all, none of us work for these companies.
Pitpitcolisse wrote: The graphite composite I was mentionning is the one including a up to 30% Silicon content, like Talga does. So very positive for HPQ IMO.
DanielHPQ wrote: CALLING THE KETTLE BLACK when someone with an investing strategy focusing on Graphite/ene saying that most BMs are going with graphite composite primarily, and disregards Silicon being able to compete with Graphite/ene.
Pitpitcolisse wrote: He's a Tesla bull and gave his views from that standpoint, but he also mentionned that the graphite composite is the way most battery manufacturer are going with their production lines dight now. That's very positive for us. Also, he did say less surface equals less SEI , this means spherical is the best shape possible... So, I'm not taking out Tesla of the equation but I never relied on Tesla being a client in my valuation of HPQ anyway so it changes nothing for me.
DanielHPQ wrote: It goes against his investment strategy of Tesla + Graphite/ene. While he didn't talk bad about us, he didn't boost us tremendously either. It's not super surprising what he said. Granted, he didn't directly say anything negative either, so we have to give that to him.