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Bullboard - Stock Discussion Forum Electra Battery Materials Corp V.ELBM

Alternate Symbol(s):  ELBM

Electra Battery Materials Corporation is a Canada-based processor of low-carbon, ethically sourced battery materials. The Company is focused on building a supply of cobalt, nickel and recycled battery materials. It is engaged in the business of battery materials refining, including refining material from mining operations and from the recycling of battery scrap and end of life batteries. It... see more

TSXV:ELBM - Post Discussion

Electra Battery Materials Corp > PCAM space getting a little crowded
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Post by Carson1983 on Jul 15, 2022 9:34am

PCAM space getting a little crowded

I don't know what the EV demand will really be in a few years or how much PCAM product we required but it looks like this space is getting a little crowded. With Umicore's announcement the other day that makes 4 PCAM plants in Canada that I am aware of. (BASF, Posco/GM, Umicore and Electra) At one time I believed ELBM had a nice little moat around it but now I am not so sure. Hoping our little startup can succeed with these giants. I am bullish, just a little nervous.
Comment by Starkicker on Jul 15, 2022 2:52pm
Keep in mind that the most marketshare FCC/ELBM ever said it could service was 5%. Lots of room for other players. This was never going to be a monopoly.
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