IEEE is indeed a trusted source, I'm interested to know more, sure.... though we shouldn't ignore the keyword 'could'.
Any Australian companies working on silicon anodes? Never hurts to spread the risk around a bit.
The article mentions 'Enevate' but they don't appear to be publicly traded.
IMO RnD breakthroughs in different technologies is always going to be a risk for companies like Talga.
With the way things are now Talga is set for success, but nothing in life is ever guaranteed!
Onwards and Upwards, page-98
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