BTR exceeds 60% of global market share for natural graphite anodes with comparable cycle performance of new-generation natural graphite products against synthetic graphite -
the upgraded performance in cycle rates will be from a better polymer coating of the purified spherical. From memory, Panasonic are working on a new polymer as well. I'm hoping SYR can buy a license.
The shorters have been quiet lately. Like us, I think they are waiting to see if there are no delays on the first delivery to Tesla in the qtrly report tomorrow. If there isn't, I'm expecting them to quietly exit the stock between now and first delivery.
General Discussion, page-1156
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