Ann: Outstanding Result for Enhanced HPA Anode Coatings, page-28

So this technology is currently being applied to button batteries, other than the reference to it being applied to the E-mobility sector, can anyone confirm if it is equally applicable to the batterlies used in EV's?

Because if it is, EGR/FYI could move demand more than some mid-sized mining operations in terms of lithium demand/supply balance. Please @MrGraphite2 or @Balduran or others can you confirm if I've got this right.

The reversable capacity shown is 2.2% higher than "Industry Market Anode" (367/355). The is also an improved 2.7% first cycle loss (95.5%/93.0%). The combination of these mean its about 4.9% more efficient. That would mean you could produce an EV car with a 4.9% smaller battery and the same end performance metrics like power and range. There could be flow-on gains as the reduced weight of the battery improves performance so a further small battery weight adjustment could be made still resulting in earlier performance metrics.

If the reference point was the Chinese synthetic figures quoted earlier in this thread by@Kergman the reversable capacity gain is 4.9-7.9%. The first cycle loss gain is 8.5% so the improvement could be up to 17%.

An ability of EV companies to use 5%-17% less Lithium, Nickel, Cobalt, Manganese, Graphite, other materials going into batteries would appear to be would be huge. Current forecasts are a lithium supply deficit later this decade. This would mean for some producers, their sales volume may be limited by the lithium they can secure at a sensible price. If they can use that lithium more efficiently, they can make and sell more cars. How much would they pay to achieve this?
It would lower the overall demand curve for graphite, but if that demand came to EGR/FYI and a strong price point it would be strongly positive.

The share price is down quite a bit since this announcement. What am I missing?