This will be interesting - to find out more about their technology in this space. If they get it right this could be far bigger than graphite.... BUT, will be several years before we see significant production here. I'd be guessing 2025-2026 for small-mid scale and a year or two later for larger scale.
What mix they go for will be very important for the future.
Ann: CEO Presentation to the AGM, page-2
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