Even with competition there will be plenty of demand for HPA. Getting to production is the aim, expansion will be relitively easy so to speak. I am sure the Koreans are only one mob Mitsubishi will be speaking to and there will be orders for many multiples of what ATC alone can produce. That’s good for top dollar pricing and good for expansion in the future. Talk of larger suppliers is only that until they get all their ducks lined up and that will take a long time as ATC holders and watchers know.
It’s a good space to be in and ATC is still a AAA+ buy in my eyes regardless of possible competitors in the future.
Ann: Altech - HPA Market Update Lithium-ion Battery Sector, page-12
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