NEO Battery Materials Ltd V.NBM

Nbm Info Circular

[Zevo]

Great overview..Check out the names they drop..likely NDA’s with each of them.

NBM America will be a game changer, multiple production factories.
Congrats to all longs on our recent double. Buying under 50mill market cap a steal imo.


Value Chain Target Customer

1: Battery Cell Manufacturers Through collaboration with current battery cell manufacturers, we aim to create a market as an alternative material for existing battery anode materials. For this direction, we will start to work with major battery cell companies in South Korea, such as LG Energy Solution, Samsung SDI, and SK ON, to prove the superior performances of NEOs Si anode materials. Possibly, the incorporation of reasonable amounts of our Si nanoballs with the graphite is observed to be the most agile approach for the first commercialization.

2: Automotive Original Equipment Manufacturers Numerous automotive manufacturers are attempting to implement an in-house Li-ion battery system. For instance, Tesla Gigafactory #1 is a lithium-ion battery and electric vehicle component factory in Storey County, Nevada. The factory started limited production of Powerwalls and Powerpacks in the first quarter of 2016 using third-party battery cells and began mass production of cells in January 2017. Nevada Governor Brian Sandoval estimated that Nevada could experience a $100 billion in economic benefit over two decades from the construction and operation of the factory.

NEOs Si nanoball family materials hence can be an excellent alternative for increasing Si contents in anode materials due to superior stability and safety compared to conventional Si nanoparticles currently used in battery manufacturing. 100% Si anode system may require more time for development, but the Si/graphite material can easily replace conventional graphite based one as an alternative to the Si nanoparticle can be applied directly to the existing battery production process.

Business/Revenue Model Options

In summary, the above two options for generating revenue upon mass-production will be through 1) commercial plant production or 2) technology licensing. NEO will be able to decide between the two revenue models based on variables and conditions considered by management. The commercial plant production will by nature entail a lower margin than technology licensing due to the need for various cost considerations for plant operations, supply chain logistics, and raw material costs. Technology licensing is another option to generate revenue, and this option would consider licensing to the aforementioned value chain clients. Specifications and structures for revenues and margins would be discussed with each individual licensee.

Business Objective

NEO is on a mission to accelerate the mass adoption trend of electric vehicles through its low-cost silicon anode innovation, NBMSiDE, that enables longer-running and faster-charging lithium-ion batteries for EVs.

Milestones

In the next 18 months, the Company intends to build up its own commercialized plant, which will produce 240 tons of NBMSiDE on an annual basis. When loading 5% of NEOs Silicon into the anode material, the initial capacity will allow the Company to supply to 160,000 EVs. NEOs long-term goal is to accelerate and streamline the manufacturing process and technology in which the Company expects to supply to 1.3 million EVs by increasing the First Commercial Plant capacity to 2,000 tons per annum. The Company expects to construct or license additional NBMSiDE mass production lines across the globe, securing market share and dominance in technology within the supply chain.

[racetrk6]

Good post but you are not a long.  Us real longs have been here since 18. Cents and watched it move to over $1 before tumbling.  I still see the long position and have purchased on the way back down.  This will be $2 later this year and $6 once the commercialize

[Zevo]

Thanks for the laugh. Love the dialogue. I’ve been holding shares way before this became NBM. My BCG, then PAD shares eventually rolled to NBM. I recall them halting their shares from trading for a year during transition prior to Spencer coming on board as CEO. Originally, Spencer wanted to become a cannibas company but their deal with True North fell through..then their focus turned to silicon

[eldreco]

Racetrk, I don't think that comment about not being a long really applies if you are taling about Zevo.  He has skin in the game - and has been kind enough to share his observations - and his research - with the rest of us on a regular basis.  Most readers here are lurkers...it doesn't make their opinions less valid...it is just that they don't post.  Zevo does - you do

[Zevo]

Welcome back el d Exciting times.. NBM future is bright.

[eldreco]

Hi Zevo, Quite a Monday! Onwards. el d

[frewil11]

Looks like an interesting company , does anyone know what the time line is to have the commercial plant built and in production , Thanks.

[racetrk6]

End of Year. NEO Battery Materials Ltd. (“NEO” or the “Company”), a low-cost silicon anode materials developer that enables longer-running, rapid-charging lithium-ion batteries, is highly pleased to announce that the construction permit for the Company's Silicon Anode Commercial Plant has been approved by the City of Pyeongtaek. With an initial capacity of 240 tons per year, the Commercial