RE:RE:Goal: Top 10 Silicone Anode Supplier Globally Bang on El D. This board has gone quiet with no meaningful discussion.
We hold the H-o-l-y G-r-a-i-l for silicon anodes.
Patent, scalable, cheapest input costs and manu costs, strong performance, and oh yeah -the industry needs it and battery manu and OEM's want it.
Perfect storm brewing for NBM and most are sitting on their hands because share price isn't moving.. boo hoo.
Deal with LG in final stages imo. Companies generally don't just build factories in multiple countries without knowing who the will sell too. Fact. Management will build these factories with confidence. You add in solid state battery lineup to their mix, another game changer. I can see Volkswagen and QS jumping on board for that product..
What multiple would you put on NBM?
Top 10 supplier globally in 5yrs. I see this at $300-500 million market cap in due course. I'm locked and loaded, hope you are too El D!
Great to have you on board El D!