RE:Nanoxplore has a real opportunity.Hello Tinkvid.
The company the article alludes to is named Graphene Manufacturing Group, GMG:TSX.V, a Brisbane, Queensland, Australia based company developing Graphene-Aluminium coin type and pouch type battery cells.
GMG is attempting to scale up it's proprietary natural gas to graphene manufacturing process, a process which is being licensed to Graphene Manufacturing Group by Queensland University.
To be clear, The graphene production process was invented by and on behalf of certain "interested parties" (i.e. the "inventors" working along with Queensland University representatives) originally represented by Queensland University and now aslo represented by and on behalf of Graphene Manufacturing Group.
Graphene Aluminium-ion batteries are not entirely new, per say; nor, I suspect, is the proprietary technological process which GMG representatives utilize to produce graphene from a natural gas (methane) source at a bench scale and now at a "pilot plant" scale manufacturing capacity.
Graphene Manufacturing Group representatives need not only to prove the company can in fact produce graphene at "a pilot plant capacity scale", whilst utilizing it's proprietary manufacturing process.
It's clear that said company's representatives have to then prove that the Queensland University co-owned and then Graphene Manufacturing Group licensed proprietary graphene manufacturing process technology can actually be ramped up far beyond merely pilot plant scale manufacturing capacity and into the realm of NanoXplore's proprietary graphene manufacturing process capacity.
Obviously, you've noted that NanoXplore doesn't have to prove anything of the sort, i.e. NanoXplore representatives have already done so; and NanoXplore representatives likely did so long before the proprietary process in question, again, a graphene manufacturing technology which GMG licenses from Queensland University and the inventors of the proprietary graphene manufacturing process, was invented and proven either at the bench scale or even at a mere pilot plant manufacturing scale.
Here's the deal. Should Graphene Manufacturing Group representatives have proven that the Queensland University owned proprietary graphene manufacturing process is able to be scaled up to a actual "full industrial scale manufacturing capacity" and do so in a overall costs efficient, readily scalable and ultimately more profitable manner, perhaps then NanoXplore representatives could become somewhat more aware of any possible threat to NanoXplore's existing proven capability to produce a more than sufficient grade and requisite quality and quantum of graphene, doing so at a rate of 4,000 tpa per proprietary graphene manufacturing module and 8.000 tpa for every two proprietary graphene manufacturing modules, and 16,000 tpa per every four proprietary graphene manufacturing modules.
By the way, you obviously know that NanoXplore representatives currently produce, at a 1MWh capacity "pilot plant" scale, Graphene-Silicon anodes and other graphene battery materials components comprised 18650 cylindrical battery cells.
NanoXplore is already well beyond where Graphene Manufacturing Group representatives are planning to take said company's Graphene Aluminium-ion coin type and perhaps pouch type battery cells.
Oh! Amongst other important company attributes, there is one other capability which NanoXplore has readily available for it's immediate use (something which GMG representatives recently clearly struggled to secure by way of a discounted $5 Million bought deal financing). Such a capability being NanoXplore's existing ability to "leverage" NanoXplore's existing cash and cash equivalents of $42.8Million, as of Sept 30, 2022, and also NanoXplore's ability to redirect and further 'lever' a good amount of the company's generated earnings.
". . .one of the highest energy density 18650 cylindrical lithium-ion cells in the world – one that provides longer run time than traditional cell chemistries.