Ann: Altech - Breakthrough Silicon Alumina Coating Development, page-203

Hi Greenfoxi,
I recently became aware of this as well.
Perhaps it's time for you to email Iggy again.
The timing of the announcement seemed a little premature to me. Maybe there was an opportunity window to lease the space and they grabbed it knowing they weren't ready yet.
They say it's for R&D and a potential coating pilot plant.
Proceeding this, however, must surely be:

1. Conclusive and compelling battery performance test results.
2. Finalisation of the PFS.
3. Agreement from a major cell manufacturer to trail the coated product

I assume the test results metrics would also feed into PFS.
IMO if the first two milestones above are met, then under the NDAs the auto manufacturers would need to initiate discussions with the battery cell manufacturers for them to trial the coated compounds. SGL Carbon and Silicio FerroSolar would also be key players in such discussions.
If that is successful, Altech could then move quickly on establishing the coating pilot plant and the subsequent R&D required to optimize the coating process.
These are just my thoughts and if correct would very likely take all of next year to complete.
So Greenfoxi, when you eventually do make that trip to Schwarze Pumpe, trade in the diesel and buy yourself a Porsche Taycan () to support LIB demand and the German auto manufacturers that might one day use Altech HPA coated anode materials in their LIBs.