It's not a conflict, mate. One of the the reasons I missed the 1st peak of NVX, $12, was the concern about graphite's future competitors like silicon.
Later on, I realized I had made a mistake. Any new technology's implementation takes very long time to fully replace the old one because of quality, cost and etc. IMO, graphite will still dominate the next 5 year's anode market. Then it is enough for me to hold NVX now.
Media Watch - NVX related, page-8471
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