From the same article - the last sentence suggests the massive...

From the same article - the last sentence suggests the massive increase in the demand for HPA which is not in our financials at this stage!
It's called "value adding"

“They are suggesting that the anode growth – graphite and the HPA – could be +700% by 2025 from where it currently sits.
“The HPA market, where it currently sits, has a standing rate of 17% to 18% year-on-year growth through battery applications and the more traditional markets — LEDs, sapphire glass, those sorts of things. Big numbers.
“Potential additional uses of HPA in the battery [mentioned above] are not included in all those numbers.”