MNS 0.00% 4.2¢ magnis energy technologies ltd

What's gone wrong?, page-2

  1. 212 Posts.
    In order to test graphite you need to test it through 1000 cycles. each cycle is a 4 hour charge and 4 hour draw.

    that is 8000 hours = (333.333 days)

    it must be tested this way because one of the main performance factors is life cycle capacity loss.

    the graphite goes into the anodes. anodes and cathodes make the cells. the cells are arranged in the battery pack together with the systems that regulate cell performance. the batteries go into the cars.

    IMO they must have started testing early-mid last year. they announced the "western household names" so must be Panasonic, Samsung, Tesla, VW, Merc, or BMW.

    1 year for testing, 3-9months for negotiation.

    Panasonic and Samsung are the main anodes manufactures and so we must be testing with them (with the end user product and performance specs).

    other major anode producers are LG Chem, BASF and SGL Carbon. (none of which are house hold names)


    This is not an iron ore mine where its a viturally homogenous product and all that matters is cut off grade.
    This is graphite. Extremely opaque and small changes impact energy density, capacity loss and other performance indicators.

    It is a commercial and technical risk going natural flake over synthetic (which is a fairly homogenous product). The big players have a lot to win/lose in making these decisions and they are in no rush to jump the gun.


    if you want fast money go play Forex markets.
    if you want a long term play, spread your funds around the major G stocks and chill out.

    DYOR
 
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