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BSquire

1,532 Posts.

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12/09/22

07:59

Post #: 63640624
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Originally posted by bobthetrader: ↑

You're correct with the lack of info available regarding Kore, they appear to push the Grid narrative more than EV's so I guess we'll find out in time but to me it's more likely Kore would be the supplier to Emera.

Anovion (U.S S/G Producer) is a possible supplier for EnerDel. They merged with Amsted Graphite materials & Pyrotek, have also recently signed a strategic partnership with Force Nano (using their ALD method of coating their products).

Cheers for the reply, was interested if you found something I hadn't.

Does anyone know how many Gen 2 furnaces are on site at Corporate Place, I was under the impression there was two but I can only find info relating to one.
Same with Big Blue, there's 2 Gen 3 furnaces on site & we expect delivery of the 3rd later this year, do we know if that's the capacity of the Big Blue.

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In the April-June 22 Quarterly, they state that they have:

Ordered additional furnaces and supporting equipment for full Riverside capacity build out to 10,000 tons per year in support of supply contract with KORE
Power

I would suggest that there will be more than one more coming. Not sure how many they will need to meet that production target though.

NVX Price at posting: $2.31 Sentiment: Buy Disclosure: Held
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