Ann: GICS reclassification, page-4

  1. 9,933 Posts.
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    "Still would like to see a solid deal announced"

    we all would

    It would appear that anything that DT came near, he stuffed up. I suspect Trinseo will go the same way as all the others.

    It's only the collaborations we've formed since David came on board that I believe we'll secure deals with.

    This was from the 19th April, which I believe to be the first meeting with major European EV companies:

    https://hotcopper.com.au/data/attachments/5830/5830625-44a3340a19aa1da4022765a394f3e45a.jpg

    EV1 has already received their first order of anodes from us. That's not bad for a relationship that started 9 months ago.

    I'd hate to think how long we've been dealing with Trinseo and any others that are now taking valuable time away from the bigger players.

    We're only a small company and we need to focus on the big wins now

    The landscape sure has changed over 2023. At the beginning of 2023 I would've been very happy with a commercial deal with Trinseo. Now I don't want it to happen as it may complicate deals with end users. Major end users. Trinseo's MOU was non-binding for the 35% and below silicon anode market. Thank god it was non binding
    Last edited by opel24v: 19/12/23
 
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