Ann: Tanzanian Update on Nachu Graphite Project, page-316

Some serious buying yesterday (highest volume day in over a month plus a single trade for over $300k)... I think Magnis is undergoing a rotation of shareholders where those who understand the battery factory potential are taking strong positions.

Was playing around with likely battery factory margins and earnings on the weekend, and I can see why gigafactories are the company’s primary focus for now... IMO incredible money to be made if you have the right tech - and hugely scalable!

Of course habitual doubters will cry ‘FS’ or ‘announced validation’, but I would first ask, did CATL provide an FS when it listed on the HK exchange a couple weeks ago in order to raise money for new factories? Have LG and Samsung published FS’s on their new factories in Poland and Hungary? I have not been able to locate these, but if anyone is able to locate and post a battery plant FS from any of the big producers, it would be much appreciated.

If a FS from any of the producers cannot be located, my thought would be that the likes of CATL and Panasonic don’t want to provide each other with such sensitive information.

Even when cutting margins, CATL market cap indicates that Gigafactories provide Gigaincome.(1)

Magnis and partner C4V have the tech which will increasingly be displayed in NY(2)... IMO scalability is only a matter of time

1. http://autonews.gasgoo.com/m/Detail/70014659.html
2. Magnis ASX announcement 8 Feb 2018