RE:RE:The Big Picture: Focus, Grafoid, StriaNomo: Yes, I met up with Mr. Davy and Stria's CTO David Johnston earlier this year at a conference in Montreal.
The lithium industry has huge room for improving production methods. There are no standards and each producer - whether spodumene or brine - has its own, sometimes environmentally dubious purification process.
Stria's advantage however comes from the unparalled depth of mineral processing and metallurgical expertise of Mr. Johnston, a co-founder of Alcereco (recently acquired by Grafoid).
This kind of relational access to expertise fits with my earlier posit touting the business advantages of GE's creation of a focused, mining technology platform.