EMN 2.90% 7.1¢ euro manganese inc

STRONG BUY, page-934

  1. 53 Posts.
    lightbulb Created with Sketch. 25
    yes, I agree it is adrift, the next catalyst is a dfs and potentially some offtakes in six months?

    LFP seems to be the chemistry of choice for the volume/entry levels now

    long distance/high power NMC or LMNO variants have been flagged by Elon at battery day, NanoOne whom partner with emn in their preso makes a direct reference to Tesla quoted as saying they are testing a single crystal CAM, and nano1 own the patent.

    I'll be looking for substantive updates within the next six months, else probably just move the funds to an ETF lol.
 
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