Have a listen to last months webinar with Mark Thompson Talga, 15 minutes mark he discusses the difference qualifying anode, to say lithium and cathode.
“first you need to prove lab, then pilot plant, then they say that’s ok now we need to see continuous flow, and tonnes of that, 50 or 100t from your first actual production. But if you crack it the margins are there and production outside of China”
This is why Big Blue hiring furnace operators on round the clock shifts but there’s no production so to speak. The company is proving the product at mass and continuous flow.
https://m.youtube.com/watch?v=GRuKbXtYBvg
Media Watch - NVX related, page-9165
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