RE:RE:New Gorman InterviewThanks Rechner. Just watch Gernany pull victory out of defeat again...
Here is the latest presentation for those interested -
June Investor presentation. I was so blown away I had to comment on a few things that stood out to me.
- Received
qualification from an Australian company for Redox batteries. In qualifications with several others for around 100 tons
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Qualified for the largest standalone EV manufacturer of lithium batteries in N. America. Sales amount limited by production for this year.
- Final stage of qualification for the largest manufacturer of lead acid batteries in N. America.
- Relationship with CHASM is strong and has CNT potential
- Battery can do full testing including purity, size, shapre, thermal analysis, pore distribution, performance, etc. Well done. We need more labs with the increase of batteries
- Having Richard Baxter on board is BIG.
- Sourcing from different places. Madagascar and Guinea have larger flake size for certain markets. Not sure where the Australia source is from - new to me. Diversity in source is always the way to go, that's how Asbury does it and Imerys.
- Patnerships are intact
- Not sure what they're doing with Delphi - forgot actually
Overall if they sound confident it's because they have qualified for at least two customers in the sale of high purity graphite. Good job.